Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • Registered Financial Consultant Designation

Education

  • BS in Economics and Finance, Summa Cum Laude, University of Hartford

Awards & recognition

  • Five Star Wealth Manager, 2021-2022

Professional associations

  • Beta Gamma Sigma
  • Greater Hartford Jaycees

Community participation

Community Involvement:

  • 2013- Present Travelers Championship Player Relations Manager
  • 2017- Present Pilgrim Pines Conference Center Board of Directors Member
  • 2017- Present Charter Oak State College Foundation Board of Directors Member
  • 2018- Present Playhouse Theatre Group Board of Directors Member
  • 2020- Present Fitness Class Training Board of Directors Member

Interests

  • My husband, Matt, and I are a team practice.
  • Matt and I have a daughter Victoria and a son George.
  • We love watching golf and going to PGA TOUR events. In 2013, we were able to attend The Masters, a dream for us.
  • We enjoy running, tasting wine, Crossfit, and traveling.