Advisor profile


My approach

I engage my clients in a unique and collaborative approach to the financial planning process. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once I establish a firm direction, I work with my clients to provide solutions and help them take action. Together, I review and track progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. I’ll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time. Because I work in a team, our practice enjoys depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skillset of the team as a whole. My team’s particular focus in general financial planning is supported by professionals with backgrounds in many fields, so you’ll have confidence in the guidance you receive and the strategy you develop with your advisor. My mission is to deliver financial solutions through a tailored approach and a genuine interest in my clients’ evolving needs.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 65
  • Series 63
  • Life, Accident & Health
  • CRPC
  • CT Long Term Care Partnership

Education

  • Southern CT State University, Bachelors in Finance

Awards & recognition

  • Five Star Wealth Manager, 2012 -2018, 2021 -2023

Professional associations

  • College of Financial Planning
  • Investment Management Consultants Association

Community participation

  • ASPCA
  • Leukemia Society
  • American Cancer Society
  • Entrepreneurs Business Forum
  • American Quarter Horse Association

Interests

  • Rodeo
  • Animal Rescue