Doris began working in the financial services industry in 1999 and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Bachelor’s degree in accounting, has technical expertise in the field of taxation (Enrolled Agent), holds her FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative with Commonwealth Financial Network® and is a licensed insurance broker. She assists her clients with all aspects of financial planning. Doris has been a life-long resident and local small business owner in Williamstown, where she lives with her husband, Andreas. They have five grown children.