“Quality means doing it right when no one is looking.” – Henry Ford
If you ask Sally what makes LAMCO different, she would tell you that it is our attention to both the financial and personal details of our clients’ lives. She is a firm believer that successful advisor-client relationships are built on both trust and competence.
With wealth management becoming more automated and more dependent on technology, Sally is committed to maintaining the personal element of LAMCO’s client experience.
Sally is responsible for managing LAMCO’s Private Wealth division, as well as overseeing the compliance of the organization. She strives to ensure that not only are our clients’ service expectations exceeded, but that they feel a personal sense of trust with each member of their team.
Sally joined the firm in 1992 and has over 25 years of experience in the financial field. Prior to joining LAMCO, she worked as a financial planner and a Mutual Fund Operations Supervisor. Sally graduated from the University of Rhode Island with a Bachelor of Science degree in Finance and a Masters Degree in Business Administration from Providence College. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.