Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Small Business
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Awards & recognition

  • Damon Wealth Management Group, Ameriprise Client Experience Award, 2022

Community participation

  • Martin House
  • Thames River Community Service
  • Community Garden Food For All
  • Clinton Lion’s
  • Families helping families
  • Clinton Chamber of Commerce
  • Old Saybrook Chamber of Commerce