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Miranda Bertram

Associate

I believe that relationships are the most important thing in life. In business and outside of business, creating deep connections with people is so important. Getting to know clients, their families, the things they enjoy in life is priceless.

Prior to making the leap into the wealth management industry, I was a property manager for many years. I enjoy helping others and creating systems to make things easier and seamless for all involved. Serving clients is a top priority and making sure that they are comfortable and feel welcome is a huge priority.

My husband and I, along with our two children, live in New Ipswch, NH. We enjoy raising our children in the same town and community that we were both born and raised in. As a family we enjoy traveling, being with friends, and enjoying our pool in the summertime.