“I’m proud of the positive effect our ‘above and beyond’ attitude has on our clients. A couple years ago, we helped a woman who had power of attorney for her elderly father. She brought in all the documents she found scattered around his home, and we helped her organize everything and consolidate his accounts, simplifying things for both of them. She told us again recently how we helped make her life so much easier.”
As a Tax Specialist, Claire plays an important role in helping clients meet their goals and prides herself on delivering “above and beyond” client service. With professional experience in both operations and accounting, Claire brings to her work an appreciation for both the big picture and the fine details.
Claire is a magna cum laude graduate of Boston University with a bachelor’s degree in economics. She also holds a master’s degree in international security from Georgetown University. Claire is a Certified Public Accountant (CPA).
Outside of work, Claire volunteers as a tutor at Silverton Paideia Academy. She is also a certified yoga teacher, runner and cyclist.