About Me

I grew up on the South Shore of Massachusetts in a household of medical professionals and attended Saint Anselm College. While there, I double majored in Finance and Business Management and played Division II soccer. During the summer of my freshman and sophomore year, I was an assistant coach for the Weymouth High School soccer team. Junior year I joined Northwestern Mutual as part of the prestigious internship program. Thanks to my competitive nature, I finished as one of the top 10 interns in the Northeast region. In addition to finishing top 10, I discovered my passion for serving people in the medical market.

I now reside in Norwell, Massachusetts with my husband, Griffin and our baby girl Penelope, born in May 2024. 

Gabi and Griffin welcome their first baby girl, Penelope

Gabi’s Mission

I want to live in a world where my clients can achieve financial independence and have confidence in how they are spending their time and their money, while also enjoying the fulfillment of a long-term client advisory relationship.

My team and I have developed out-of-the-box diversification and distribution strategies surrounding our clients’ ESOP/ESPP and RSU/RSA dollars, as well as tax strategies to reduce clients’ liabilities upon distribution. We specialize in developing customized and outside of the box investment and tax ideas for business owners, doctors, and highly compensated executives.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn.

 

Awards & Achievements


Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.

Years of Experience

Representing Northwestern Mutual since 2016.

 

Education

Bachelor's Degree in Finance and Business Management, Saint Anselm College

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Life Insurance Strategies

Investment Planning & Strategies

Disability Planning

Business Planning

Long-Term Care Planning

Education Planning & Funding

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