Meet Sharon


Sharon is the first point of contact when clients reach out to us and truly enjoys speaking with and assisting clients with their needs. She enjoys building client relationships by listening to their stories and sharing her own. Sharon brings over 20 years of banking and financial knowledge and experience to our firm. Prior to working here, Sharon worked for Bank of America, Merrill Lynch and Fidelity Investments.

When not working, you will find Sharon spending time with her two children, Jena and Brian as well as their two rescue dogs, Sadie and Gunnar. She also likes to spend time with her family and friends. You can usually find her anywhere warm, the gym, at the newest restaurant or watching a New England Patriots game.