My dedication to serving others has been a driving force throughout my career.
As a licensed Real Estate agent and Mortgage Loan Originator, I combined my knowledge of the financial aspects involved in real estate transactions while helping individuals find their ideal homes. Whether educating individuals on the intricacies of the market or analyzing the numbers to ensure the best investment solution, I strived to empower my clients with the knowledge they needed to make informed decisions.
During my tenure at Columbia Threadneedle Investments, I collaborated with Financial Advisors to offer clients investment products. Utilizing a consultative approach and a Fiduciary lens, I worked diligently to deliver tailored investment strategies aligned with each client's unique goals and objectives.
This brings me to where I am today. I have taken all these skills and formed North Square Capital, a privately held investment firm in Boston, Massachusetts. We acquire 50+ unit apartment buildings, providing investors with an opportunity to grow their wealth through real estate investing.
I’m passionate about educating others on the Multifamily asset class and the various benefits it provides, including cash flow, property appreciation, and tax advantages, without the hassle of being a landlord (no trash, tenants, or toilets).
I continue to apply the same client-centric approach to determine the optimal investment strategy for my clients. By taking the time to understand their specific needs and aspirations, I can provide personalized recommendations that strive to maximize their
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