Financial Advisor*, CERTIFIED FINANCIAL PLANNER™, Certified College Funding Specialist™

• Sep 2014 - Present

At Blue Hills Wealth Management, I create and manage client’s financial life plans to ensure their financial well being. These plans might involve the following: - Accumulation strategies - Spending and Saving - Employee Benefits- 401K Allocations - Debt management - Education funding - Asset Allocation - Retirement planning - Investment Management - Account Design- Individual, IRA’s, Rollovers, SEP IRA’s - Periodic Investment Planning - Distribution Planning - Tax minimizationLife is about balancing needs and wants. I’m here to help you plan the goals for your future, while managing the NOW. *Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Show less

Director Of Marketing

• Feb 2013 - Present

It’s my joy to create experiences for our clients- ensuring they feel informed and taken care of. As director of marketing, I get to create fun, exciting, and informative experiences for our clients- creating a balance in both of our lives. The small nature of our business allows us to adapt, offering our clients what they want to see and hear about.Our latest creation- “Life on Purpose” workshops, enhances their education in a variety of financial planning topics. We’ve developed this series from the decades of real conversations with clients like you. Be it downsizing, travelling, planning for housing, long term care needs, organization, wealth, legacy- your life plans are never separate from your money plans. If you’d like to hear more about this unique offering, shoot me and email for details- sara@bluehillswm.com . Show less

College Consultant

• 2013 - Present

Works with students and families making the college preparation and funding process more manageable. Provides pertinent, timely, and practical college planning guidance including strategies, procedures, and insight tailored to the family’s point of view. Offers solutions to alleviate the stress of searching for the best college for the best price. Works with students and families making the college preparation and funding process more manageable. Provides pertinent, timely, and practical college planning guidance including strategies, procedures, and insight tailored to the family’s point of view. Offers solutions to alleviate the stress of searching for the best college for the best price.

Assistant Account Executive

• Nov 2011 - Feb 2013

Freelancer for Consumer Insights and Account Management

• Jun 2011 - Oct 2011

Sales Associate

• Jan 2011 - Apr 2011

Wholesale Marketing Intern

• Sep 2009 - Dec 2009