Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Women's Financial Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • University of New Haven, MBA
  • Post College, BS in Accounting

Interests

    My Core Values: Health, Independence, Spirituality, Education, and Helping Others
  • Kayaking
  • Hiking with my dog (Boxer Mix)
  • Cooking classes with friends
  • Reading

Community participation

  • Monitor for the Whittemore Wildlife Sanctuary Woodbury
  • Woodbury Business Association Board of Directors
  • Women's Business Development Council
  • Woodbury Senior Housing Inc. Board of Directors
  • Working Women's Forum

Professional associations

  • Woodbury Business Association
  • The CT Estate & Tax Planning Council, Inc
  • The Woman's Club of Woodbury
  • Toastmasters International
  • American Association of University Women
  • Financial Planning Association

Previous experience

  • 1990 - 1992 - Senior Business Consultant, Information Systems Inc, Farmington CT, 3 years
  • 1985 - 1990 - Manager Financial Systems, Hospital of St. Raphael, New Haven CT, 6 years
  • 1980 - 1985 - Senior Accountant, Uniroyal World Headquarters, Middlebury CT, 5 years