After more than 20 years in the consumer products industry — working in everything from customer service and finance to product innovation and licensing— I’ve made an exciting transition into the financial services industry. I’ve always loved solving complex problems and helping businesses succeed, and now I get to bring that same mindset to my work with individuals and families as they strive towards their financial goals. At Greenspan Financial Planning, I’m proud to combine my broad business background with my true passion for personal finance to make a real difference for our clients.
When I’m not serving our amazing clients, I enjoy cooking, hiking, cycling, and vacationing with my family on the Cape.
EDUCATION:
BA in International Relations from Tufts University
LICENSES:
MA Life, Health & Accident Insurance licenses; SIE and Series 7