As the Operations Manager for Greenspace Financial, my job is simple: to make your financial experience with us absolutely seamless. I bring a passion for streamlining systems and a meticulous eye for detail to the team. Think of me as the person who ensures the entire Greenspace back office—from the secure handling of your documents to the precise execution of investment management and tax preparation—runs with maximum efficiency and precision.
With over two decades of experience managing all aspects of small business operations, my expertise is dedicated to enhancing our internal processes. This means Timothy and Rebecca, your dedicated advisors, can remain 100% focused on you and deliver the exceptional, proactive financial guidance you expect.
I live in central Connecticut in a small town near the Connecticut River. I enjoy spending my spare time traveling, hiking, and continuing my Italian studies (which is actually how I met Francine and became part of the Greenspace team!)
I look forward to ensuring every detail of your financial journey with us is handled with expert, seamless care.