Jorie founded Financial Futures in 2004 with the mission of establishing a financial planning firm that focused on developing long-lasting relationships with its clients using a fee-only fiduciary model that puts a client’s interests first.
After graduating Boston College’s Carroll School of Management with Honors, Jorie spent ten years working in corporate finance for Prudential, Granite Partners and Lenox. Seeking a career change from corporate finance to personal finance to lead a more impactful life by helping people make good financial decisions, Jorie returned to school to earn her Certified Financial Planner designation. She founded Financial Futures to provide independent fiduciary advice and build long lasting relationships with her clients.
She resides at the Jersey Shore with her family and their Portuguese Water Dog, Winston, and enjoys boating, reading, riding her Peloton, Broadway musicals, and traveling.