About
Marissa
Marissa partners with individuals and families to help them navigate life’s most important financial decisions with clarity and perspective. She understands that financial planning is rarely just about money—it can reflect the careers people build, the families they care for, and the lives they want to create.
Marissa advises clients on investment management, retirement planning, tax strategy, estate planning, and equity compensation, connecting each piece into a cohesive financial strategy. Much of her practice focuses on professionals, executives, business owners, and families balancing the competing priorities of career, family, aging parents, and long-term financial independence. She values relationships built on trust, thoughtful guidance, and a deep understanding of what is most important to each client.
Above all, Marissa treasures time with her husband, their two young children, and their rescue pit bull. Outside of family life, she is a lifelong learner who enjoys reading, studying new languages, and continually expanding her understanding of history, investing, psychology, and the world around her. Whether learning something new or helping someone navigate an important decision, Marissa is driven by curiosity, compassion, and a desire to make a meaningful difference.
Education and Professional Milestones
-University of Massachusetts Amherst – bachelor’s degree in linguistics and political science
-Suffolk University Sawyer Business School – MBA
-Suffolk University Law School – JD
-Admitted to the Massachusetts Bar
Marissa partners with individuals and families to help them navigate life’s most important financial decisions with clarity and perspective. She understands that financial planning is rarely just about money—it can reflect the careers people build, the families they care for, and the lives they want to create.
Marissa advises clients on investment management, retirement planning, tax strategy, estate planning, and equity compensation, connecting each piece into a cohesive financial strategy. Much of her practice focuses on professionals, executives, business owners, and families balancing the competing priorities of career, family, aging parents, and long-term financial independence. She values relationships built on trust, thoughtful guidance, and a deep understanding of what is most important to each client.
Above all, Marissa treasures time with her husband, their two young children, and their rescue pit bull. Outside of family life, she is a lifelong learner who enjoys reading, studying new languages, and continually expanding her understanding of history, investing, psychology, and the world around her. Whether learning something new or helping someone navigate an important decision, Marissa is driven by curiosity, compassion, and a desire to make a meaningful difference.
Education and Professional Milestones
-University of Massachusetts Amherst – bachelor’s degree in linguistics and political science
-Suffolk University Sawyer Business School – MBA
-Suffolk University Law School – JD
-Admitted to the Massachusetts Bar