I am a Wealth Manager at CWA with more than twenty years of financial planning experience. I joined the CW Advisors, then Congress Wealth Management, team in 2010 and serve as a primary contact for our individual clients and their families, providing comprehensive, holistic wealth management services. Prior to joining our firm, I was an Account Executive with Fidelity Investments Personal Investing Group. I am a Certified Financial Planner with extensive experience in positioning appropriate investment strategies and creating long term financial plans for my clients. I am an accomplished singer who has performed musical theatre in and around the Boston area for more than twenty years. I e