Birthplace: Caldas da Rainha, Portugal
Residence: Shrewsbury
High school: Hudson High School
Colleges and degrees earned:
B.A., Clark University
Career highlights: It’s really about helping people. Every day, we help clients who are in transitional stages of their lives prepare for the next stage of life with enthusiasm and positivity, instead of uncertainty and fear.
Community involvement: I have been fortunate to serve on the Executive Board of Rachel’s Table, a nonprofit food “rescue” organization in Worcester.
Ultimate career goal: To instill a sense of financial preparedness and confidence in as many people as possible.
Non-relative you admire most: I am very fortunate to work with, and be mentored by, Chris Provo of Provo Financial Services. He respects each of our clients as individuals, treats each client like they are our only client, and puts clients’ interests before his own.
Favorite book: “S#*t My Dad Says,” by Justin Halpern
Hidden talents: Hidden, but hopefully not forever: I am a lifelong musician. I can play the guitar, bass, Portuguese guitar, cavaquinho, piano, and several other instruments.
“If I were to win $1 million in the lottery, I would … start my own record label.”
