TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?
I grew up in Plainville, CT and now live in Southington, CT.
HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY? WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?
I recently graduated college in May 2019 and during my last semester, I was given the opportunity to have an internship with Beirne Wealth. Throughout my internship was when I got an introduction to the finance industry. I was a business management major in college but never knew what industry I would find myself in. After my time as an intern, I was fortunate enough to continue my journey at Beirne Wealth. Throughout college I worked at DSW Shoes, this gave me experience and taught me skills in customer service that I am able to use in my day to day job at Beirne Wealth.
WHEN YOU AREN’T WORKING, WHAT DO YOU LIKE TO DO FOR FUN?
When I’m not working I enjoy spending time with my family, boyfriend and friends. My younger cousins are active in many sports, so on the weekends I enjoy going to their events. I also like to travel when I have the available time.
WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?
The best advice anyone ever gave me when it came to business was from my advisor during college, he always told me never to sell myself short and that I could accomplish anything. He gave me the confidence to see I was able to do anything I put my mind to and worked really hard for. During my time as an intern, I kept that in the back of my mind which helped me accomplish getting a position with Beirne Wealth.
WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?
A typical day at work for me is always different. I spend my day prioritizing the things that need to be done first and then always being available to assist clients with any servicing needs. Some days I also go to client meetings which I enjoy because it is important to me to get to know the clients face to face rather than just over the phone or email.
WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?
My favorite concert I have been to was Dave Matthews Band with my aunts and uncles. They come to CT every summer so we have gone every year and it’s one of my favorite events of the summer.
WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN? WHAT DESTINATION IS ON YOUR BUCKET LIST?
My favorite trip I have ever been on was a cruise to Bermuda. A destination that is on my bucket list to visit would be Greece or Bora Bora.
WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?
My favorite type of food is Italian food. I could eat pasta every day and never get tired of eating it. Also, Mac and Cheese is one of my favorites too. Whenever I eat out at a restaurant like a steakhouse I always have to try the mac and cheese. When it comes to the best meal I’ve ever eaten that’s a tough one. I feel like I’ve eaten a lot of good meals in my life. If I had to pick just one, it would be from Prime Italian in Miami, FL. I had the best Alfredo and Shrimp dish I have ever had.
WHAT IS YOUR FAVORITE HOLIDAY AND WHY?
My favorite holiday has always been Christmas. It was always my favorite because it was my favorite time to spend with my family and when we had the best food. Now, it holds a special meaning to me because it’s the last holiday I got to spend with my grandmother. When my family gets together on Christmas now we make it about celebrating her and keeping her memory alive.
WHEN ARE YOU HAPPIEST?
I’m the happiest is when I’m at the beach or on vacation. My favorite activity in the summer is spending the day at the beach and when I go on vacation my favorite type of places to visit are different beaches. There is something so relaxing about enjoyable about sitting on a beach for the entire day and not having to worry about anything.
WHAT WOULD YOU DO IF YOU WON THE LOTTERY?
If I were to win the lottery, the first thing I would do is make sure my parents were set for life. They have always done whatever it took to give me everything and I would want to give back to them for that.
WHAT WOULD A PERFECT DAY LOOK LIKE?
A perfect day to me really is any day that I get to wake up and have the ability to do what I love and enjoy and be around the people that mean the most to me.
CAN YOU GIVE ME A QUOTE THAT YOU CAN RELATE YOUR VIEW OF LIFE TO?
"Failure will never overtake me if my determination to succeed is strong enough."
- Og Mandino
YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?
If I was able to go to dinner with anyone in the world I would choose Indra Nooyi the previous CEO of Pepsi. Indra Nooyi had to overcome many obstacles in her career and was in the leadership role of many major companies. She is known as one of the most powerful business woman in the world and I would love to have dinner with her and get advice on how she accomplished as much as she did.
IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?
If I could have any superpower in the world it would be the ability to read people’s minds. I would like to learn the meaning behind people’s actions and thoughts and see if they were being genuine in certain situations.
IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?
If I could be any animal in the world, I would choose a lion. I feel like I have always had a bold personality and am not afraid to speak out and when I think of a lion they stand out to me the most.
About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
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