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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Women's Financial Strategies

Qualifications

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

Education

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

Professional associations

  • 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

Community participation

  • Monitor for the Whittemore Wildlife Sanctuary Woodbury
  • Women's Business Development Council
  • Working Women's Forum

Interests

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