Lily is a Financial Professional, dedicated to delivering personalized service and creating comprehensive strategies that guide families through every stage of life. Her responsibilities include building strong client relationships, developing financial plans with retirement projections, tax planning, and risk assessments, and helping clients stay disciplined and confident through market changes. A graduate of Bentley University with a bachelor’s degree in finance, Lily entered the industry in 2020 as an intern and has since grown into her role as a licensed professional, holding both her Life & Health Insurance License and Series 7. Her academic foundation and professional experience equip her to provide thoughtful, transparent guidance that helps families achieve financial clarity and confidence.
On her Free Days, Lily enjoys horseback riding, boating, and traveling. She also loves spending time with her family, especially when it involves watching sports together.