Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Insurance
  • Charitable Giving
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies

Community participation

  • Northwestern Connecticut & Waterbury Chamber of Commerce
  • Member Chartered Financial Analyst Institute
  • Registry of Financial Planning Practioners
  • American Association of University Women
  • The CT Estate & Tax Planning Council, Inc.
  • Woodbury Business Association
  • Financial Planning Association
  • Society of Financial Services Professionals
  • Member of Junior League of Hartford- Women building better communities
  • Participate in Ameriprise National Day of Service
  • Multiple Sclerosis Walk- National MS Society
  • High school Financial Reality Fair