Jonelle is a Cash Flow Specialist at the firm. Her position focuses on producing statements of cash flow, managing payable workflow, and recording financial transactions for several of the larger Family Office clients.

Prior to joining the firm in 2022, she worked at Liberty Mutual in Dover, NH, first as a Life & Annuity Specialist, then a Quality Analyst, and finally as a Sales Associate. She has a bachelor’s degree from the University of Massachusetts, Amherst.

Jonelle lives with her husband, Nick, in New Durham, NH. She loves enjoying the outdoors, especially boating on Lake Winnipesaukee. When Jonelle is not on the boat, you can find her paddleboarding, hiking, snowshoeing, or spending quality time with her family and friends.