TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?
I grew up in East Haven, CT. I recently purchased my first home in North Haven, CT.
HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY? WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?
As an undergrad at SCSU, I studied Business Administration, Marketing and Finance. During my senior year, I began working for BWC. I was able to gain hands on experience working directly in the financial industry alongside John Beirne, our Founding Partner. He is the main reason I became interested in Finance. With over 50 years in the industry, he mentored & encouraged me to attend our weekly Investment meetings.
WHEN YOU AREN’T WORKING, WHAT DO YOU LIKE TO DO FOR FUN?
My pup Cooper and I like to go for long walks and stay active outdoors!
WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?
One of the best pieces of advice came from my professor at the time. He said, the key to success is to “step outside your comfort zone and overcome your fear of failure”.
WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?
Coffee. The only way to start a productive day! Tackling my inbox & prioritizing my tasks for the day. Handling client requests in a timely manner.
WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?
It’s hard for me to name one, pretty much ANY country concert I’ve ever been to! DMB, Florida Georgia Line, Sam Hunt, Chris Lane, Luke Bryan, Thomas Rhett.
WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN? WHAT DESTINATION IS ON YOUR BUCKET LIST?
Between the beautiful beaches, 82-degree days, and some of the nicest people I have ever met, Aruba was definitely my favorite trip to date!
I have WAY too many destinations on my Bucket list, but to name a few: Bora Bora, Italy, Greece and Australia.
WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?
Pasta….sushi….tacos….pizza...I’ll take it all, but more specifically the chicken parm dish from my mom’s family restaurant in Florida (Carmine’s La Trattoria).
WHAT IS YOUR FAVORITE HOLIDAY AND WHY?
The Fourth of July! It’s summer, there’s fun outdoor parties, fireworks & BBQ’s.
WHEN ARE YOU HAPPIEST?
When I’m traveling & experiencing new places or hanging out with my friends, family and boyfriend.
WHAT WOULD YOU DO IF YOU WON THE LOTTERY?
I would take my family/friends on a 2-week tropical vacation, pay off my mortgage and invest the rest (of course).
WHAT WOULD A PERFECT DAY LOOK LIKE?
A warm sunny day relaxing on a beach with my music playing & unlimited frozen drinks.
CAN YOU GIVE ME A QUOTE THAT CAN RELATE YOUR VIEW OF LIFE TO?
“In the end, we only regret the chances we didn’t take”
– Lewis Carroll
YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?
Derek Jeter, hands down. I’m a huge New York Yankees fan! Ever since my dad snuck (sorry mom) me to my first baseball game when I was 3 years old.
IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?
Teleportation. I would love to be able to go anywhere in the world at any time (without having to purchase a plane ticket or sit in traffic)!
IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?
Definitely a dog! I’m always telling my dog how envious I am of him – He gets to lounge around the house all day, play with his favorite toys & eat – what a life!
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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