Meet Our Leadership Team

In 1980 I entered the Financial Services field and began serving the needs of individuals, families, professionals, and business owners. When asked why I wanted to enter the field in my initial interview, I indicated I wasn’t sure, but I wanted an opportunity to be successful and to help others. The work we do became personal early when, a potential client I had been meeting with died in an accident before we put a plan in place. What had previously felt like an academic exercise became very personal, which has helped fuel my passion ever since.

After more than forty years in leadership, I guide The Moody Street Group with the same passion that got me started. My focus is on the advisors in this firm, giving them the support, the training, and the resources to do their best work for the people they serve. That is what I set out to build when I founded this firm in 2011, and it still drives what I do each day.

Within the industry, I have been fortunate enough to qualify for numerous leadership awards from current and prior firms and industry organizations. As a past president of a Local GAMA association, I continue industry involvement as a member of The National Association of Insurance and Financial Advisors (NAIFA) and Financial Security for All (FINSECA), organizations.

Growing up in Southeast Kansas and Southwest Missouri, and as a graduate of Boys Town, Nebraska, and Colby College in Waterville, Maine, with a BA in European History afforded a diverse personal and educational experience. My wife Nga and I have lived in Waltham, Massachusetts, for many years, which is where our firm is located. We have two sons, a wonderful daughter-in-law, and five special grandchildren.

• CLU (Chartered Life Underwriter)

As Managing Partner and Investment Advisor Representative my vision is to cultivate a culture of success that expands opportunities for our advisors, empowers our organization, and continually elevates the standard for truly client‑centric financial planning.

At the Moody Street Group we are committed to Creative, Values-Based Financial Strategies in delivering personalized advice, strategic planning, and customized investment solutions that help you navigate your financial future with clarity and confidence. Whether you’re preparing to sell your business, seeking a quarterback to coordinate your complex financial life, or planning for retirement in the next three to five years, my role is to help reduce financial stress so you can focus on achieving genuine well‑being.

I believe thoughtful planning is the foundation of every successful financial strategy. By understanding your goals, values, and concerns, our team at The Moody Street Group and the companies of OneAmerica Financial build comprehensive plans that integrate your financial priorities, investments, estate considerations, and the other areas most important to you. The result is a tailored plan and portfolio designed to support your personal and family needs.

Working with our team means experiencing a boutique, concierge‑level approach where personal service and attention to detail come first. Together, we serve as a deep bench of compassionate advisors, offering meaningful insights and proactive guidance throughout your financial journey. This is why many clients consider me their first call in both exciting and challenging moments.

I am a proud graduate of Northeastern University in Boston, where I earned my degree in Finance. I remain actively involved in my community, supporting several charitable organizations and volunteering at Pine Street Inn, New England’s largest provider of homeless services.

Outside the office, I enjoy skiing, playing basketball, and exploring new places with my family and friends.

My path into financial services began in a laboratory. After completing my doctoral work in Biochemistry at the University of Toronto, I spent years as a research scientist before making a career change into financial services in 1982 with AXA Financial Partners. The precision and analytical discipline of scientific work translated well into this profession, and helping real people build toward their financial goals drew me in fully.

Through my time with AXA and then with New England, I built my practice and moved into agency development. There, I became the first minority woman to serve as General Agent in New England's history, a history that extends back to 1835. That role reinforced a belief I had already developed: developing the professionals who serve clients is just as important as serving clients directly. Training and mentoring new financial services professionals has been a consistent part of my work ever since.

The Moody Street Group was built on a premise I was glad to help establish. Clients in the Greater Boston area deserve the kind of attentive, personal service that a focused, community-rooted firm can provide, and I was instrumental in forming this firm to do exactly that. I serve as Managing Partner today.

I live in Marlborough, Massachusetts, with my husband, Derek.

• PhD, Biochemistry, University of Toronto
• MBA, Finance

The recognition that has meant the most to me over my career has not come from any single client meeting but from the kind of sustained commitment that compounds over time. During my time with MassMutual, I became the second youngest African American advisor in the firm's 175-year history to qualify for the Blue-Chip Council. At MetLife, I became the youngest African American advisor, and only the second in the firm's 155-year history, to qualify for the President's Council. Both programs recognize the top two to three percent of advisors nationally. I share those milestones not as personal accolades but because they reflect the standard I hold myself to in every client relationship.

My work today spans two areas I find equally meaningful. I work directly with families and business owners on the long-term financial strategies that shape their lives, and I play a key role in growing The Moody Street Group's financial professional network across New England and beyond. Both draw on the same underlying commitment. Financial strategies, to be worth anything, has to be genuinely customized to the person it is meant to serve.

I speak regularly on entrepreneurship, marketing, and financial strategy, and I believe strongly that financial literacy is one of the most consequential things a person can develop. Understanding how money works, how to protect it, and how to use it in service of the life you want to live changes the decisions people make, and those decisions add up.

I am a graduate of Bentley University in Waltham, Massachusetts, where I studied Finance, and I remain actively involved with the university as a member of the Alumni Association and the President's Club. Outside of work, I spend time with my family and on the golf course.

• BS, Finance, Bentley University
• MDRT Court of the Table Qualifier
• Multi-Year, Boston Magazine Five Star Wealth Manager