Executive Assistant and Office Administrator, Compliance and Operations
I started my career in financial services over 12 years ago when I graduated with my Accounting degree from Franklin Pierce College (now called Franklin Pierce University). In addition to once owning a bookkeeping service, I’ve also held multiple roles with the CPA firm, Berry, Dunn, McNeil, and Parker. Most recently, I served as the Chief Compliance Officer and Head of Operations at Hutchens Investment Management.
My primary role is supporting the Chief Compliance Officer/ Chief Operation Officer. This includes assisting with work related to the compliance program that includes securities industry rules and regulations. I will also assist with client service, technology, and overall operational efficiency.
Franklin Pierce College, Bachelor of Arts, Accounting
Treasurer, Hockey Team, Concord High School
Treasurer, North Country Region Porsche Club of America
Past Treasurer, PTO, Eastman School, Broken Ground School and Rundlett Junior High School
Downhill and cross-country skiing, spending time with my family, and driving my Porsche on the race track. I am married to Bill and together we have 6 children and 4 grandchildren.