Since 2012, Judy has been the point person in our office for questions about client accounts, preparing and submitting forms, making appointments, access to online account services, and a thousand small things that make for a seamless client experience. Judy has worked in the financial industry for many years.
Her volunteer efforts have included the United Way and the Girl Scouts in her home state of Massachusetts, where she was a small business owner and raised 2 children. She studied art, business and accounting at the University of Massachusetts and Johnson & Wales University, and she has completed the Masters Program of LPL Finanical's Admin University. When she's not providing top notch service to our clients, Judy loves going on road trips throughout the Great Northwest with her husband, Matt, and their golden retriever, Buddy.