Marybeth is committed to establishing open and honest communications with her clients. She works collaboratively with clients to maximize retirement income sources and identify major expenses. Her enthusiasm for the details is demonstrated by strategic planning and knowledge in the areas Social Security and Medicare resources. Prior to joining the 1776 Financial team in 2019, Marybeth worked for 25 years in the financial services industry, primarily with a focus on investment and retirement planning products.
Marybeth is a Colby College graduate and resides in Norfolk, MA with her husband and two children. When not working, she enjoys tennis, pickleball, and reading. The most recent addition to her family is their dog, Teddy, a loveable rescue from Aruba.
