Siobhan joined St. Germain as a Financial Advisor in 2016. With expertise in financial planning and investment management, she helps clients navigate their personal financial journeys by offering education and guidance tailored to their unique situations. Siobhan takes a holistic approach to advising, incorporating all aspects of a client’s financial profile and risk tolerance to develop comprehensive strategies. Her dynamic planning process addresses various life events including career transitions, health challenges, educational expenses, retirement planning, and generational wealth transfers. A graduate of Union College with a BA in American Studies and a minor in Psychology, she holds the Accredited Investment Fiduciary and Accredited Asset Management Specialist designations. Outside of work, Siobhan enjoys spending time with family and friends, traveling, cooking, and snowboarding.