Peace of mind, for your family's investment program

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.

I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.

I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.

I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”