Employment

Exchange was recently promoted and is currently an Associate Wealth Manager at Boston Financial Management (BMF) in Portland. She passed the CFP exam this summer, an achievement that represented two years of studying after work and every weekend. “I have never worked so hard for anything in my life,” she said.

Exchange likes her work because, “The clients that we work with all have unique needs and circumstances that require individualized planning and problem solving. I love that I get to work closely with our clients and really get know them and understand their goals, needs and concerns and then work with the BFM team to design a tailored plan to meet their individual needs.” Exchange has been fortunate in finding an excellent mentor in Abby Psyhogeos. “Since the day I started working with Abby she has pushed me to do better than what I thought was my best, forced me outside my comfort zone, given me responsibility and autonomy, all while believing in me and helping build my own self-confidence,” said Exchange.

Speaking about her company, Exchange said, “Boston Financial Management is set apart from other wealth management companies by our centralized investment process that allows the research team to focus solely on investments and which frees up the Wealth Managers to focus on all the other components of wealth management. We have an Estate and Financial Planning team with three Estate Attorneys who act as a second set of eyes to review all our clients’ estate documents, ensuring that our clients’ intentions will be fulfilled properly and efficiently. We are employee-owned, so succession planning and longevity of our firm is not something that our clients need to worry about.”

Gorham Memories

Exchange said, “I have wonderful memories of Gorham. It was a great place to grow up. Mr. Caulfield had a positive influence on my high school years. I was a four year member of the student council, and he was our advisor so I got to know him as a freshman. He was my teacher for AP Modern European history. I went on the class trip to Italy with him my junior year and even got to introduce him as the speaker at our graduation. He was another person in my life who really helped build up my self-confidence and pushed me outside my comfort zone.”

“Lacrosse was my favorite sport. The work ethic and skills set that I developed while playing on the team have definitely helped me in my career.”

Exchange lives in Gray with her husband, Kyle. She loves boating, road trips and spending time with friends, family and her two dogs. She can be reached at KatieE@BFMinvest.com. She is the daughter of Rusty Smith & Kelley Skillin-Smith and has two sisters, Lindsey Smith (GHS ’12) and Emma Smith (GHS ’17).