Sunshine joined Commonwealth Financial Network® in 2008 after many years of management, customer service and bookkeeping roles. She worked alongside a Commonwealth Certified Financial Professional in Auburn, MA for twelve years. In that role, she began as an Administrative Assistant and moved into the role of Financial Planning Assistant/Office Manager. She was introduced to, and worked in the same office as, James J. Iozzo since January 2008 and covered for him occasionally over that twelve year period. In 2019, the Financial Professional Sunshine worked for sold his practice to one of the largest firms associated with Commonwealth Financial Network, located in Worcester, MA. Sunshine worked for that company for six years as a senior level assistant before making the choice to become a Financial Advisor and advance in the industry.
Since then, Sunshine has partnered with James J. Iozzo, CFP® in Auburn, MA. She holds FINRA Series 7 and 66 securities registrations as a Financial Advisor of Commonwealth Financial Network®. She holds a dual role of Financial Advisor and managing the office while working with James to grow the practice.
Outside of the office, Sunshine’s favorite things to do are spending time with family and friends, going to the beach, and listening to live music.