Paraplanner
Alaina supports our clients in organizing and optimizing all aspects of their financial lives. She works closely with Jen to prepare comprehensive financial plans, analyze client data, and confirm every detail aligns with each client’s goals and values. She is studying to take the CFP® exam in July 2026.
Before joining FrameWell Financial in 2025, Alaina spent four years as a client service manager at Adviser Investments. There, she discovered her passion for holistic financial planning and the importance of helping clients create and maintain a strong financial foundation.
Alaina combines a solid background in financial planning with a genuine desire to help others feel confident about their future. She assists with plan updates, investment and insurance reviews, and ongoing plan maintenance to ensure a smooth, personalized, and stress-free client experience.
Alaina and her husband, Greg, have two children, Michael and Francesca; a yellow lab, Gus; and a Maine Coon cat, Marlo. In her free time, Alaina enjoys reading, crocheting, and spending time with family at their house on Newfound Lake in New Hampshire.
CREDENTIALS & EXPERIENCE
B.A. in Economics and History, Commonwealth Honors College, University of Massachusetts Amherst
Certificate in Financial Planning, Bryant University
Series 65 FINRA registration

