I founded Green Eagle Wealth Management after years of working for large practices from Boston's Financial district to Hudson Valley. My experience at Morgan Stanley, Ameriprise, Avidia Financial and Northwestern Mutual offered me an education few experience. I have worked with leaders of large corporations and the family living paycheck to paycheck. The education I received from Boston College, my work experience, life experience raising 5 children, dealing with elderly parents and grandparents has allowed me to develop a deep knowledge and understanding of all aspects of finance. Very few have experience on so many different levels. My greatest strengths are my genuine desire to understand, compassion and non judgment. I have held the hands of my clients through rollercoaster markets and major life events. In my experience, bigger is not better. People and details get lost. The more people involved the higher chance something will be missed or someone will make an uninformed decision which could negatively impact them. The close relationships I have with my clients is directly responsible for the success we have shared. My clients know they can call me anytime and I will answer.
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