Maria is dedicated to providing the individuals, families and the organizations we serve with comprehensive client services. Her work focuses upon assisting with the execution and implementation of clients’ financial planning and investment strategies.
Maria joins our team bringing the knowledge, skills and credentials she has developed over her 20+ years of experience in the financial services and advisory industries. She is an Accredited Investment Fiduciary (AIF®) and holds her Series 7 and Series 63 securities registration with LPL Financial. Prior to joining Shepherd, she served as a Relationship Manager and Second Vice President for New York Life Retirement Plan Services and as a Senior Relationship Manager at Citistreet.
Maria has a Bachelor of Arts degree in English from the University of Vermont. She lives in Cambridge and enjoys traveling as well as being an avid Red Sox fan.