As a Registered Paraplanner, Gigi works together with our Wealth Advisors to analyze, develop and present financial plans and recommendations for our clients. Gigi also serves as a resource and maintains close relationships with many clients she has served over the years. Gigi joined Shepherd Financial Partners in 2009. She began her career working as an accountant and auditor for a CPA firm and then moved to private industry as a corporate controller. She earned a BS in Accountancy from Bentley University. Gigi resides in Winchester, MA with her family. A life-long resident of the Winchester, she has been a member and held board positions in many local organizations. She continues her lo