Hi there! I grew up in a small town in Rhode Island (not a suburb of New York 🙂) and have lived in a few interesting places across the US. Los Angeles CA, Kalamazoo MI, Cleveland OH, and now living near Atlanta, GA.
I was fortunate enough to be on both coasts for my college experience - I attended University of RI for my undergraduate degree in Economics/Accounting and later went to Pepperdine University (Malibu, CA) for my MBA.
Spending 30+ years in the wealth management industry is the world I live in. I am passionate about helping others and the Atticus team is committed to transforming the probate and estate settlement industry. So, when we talked, they had me at “hello”. So, now “It’s Time to Go To Work!” and I am out there discussing our solution to partner with wealth management organizations across the globe.