Your financial goals reflect your values and what's most important to you. When we meet, I take the time to get to know you; to listen, to learn and to understand your financial situation. I use an established process to help answer the big questions related to your goals such as, "where am I today?" and "where would I like to be?" We work together using a goals-based approach that focuses on your
current plans, then we leverage financial models, tools and resources to help accomplish your vision. Whether planning for retirement, contemplating a trip around the world, or trying to protect the financial future for the ones you love most, we'll develop a tailored strategy to help you achieve your goals. Thousands of people and advanced technology support our branch team so we can help ensure you receive the most current and comprehensive guidance. We also encourage collaboration with your attorney and accountant to leverage the intellectual capital of your professional team. Client confidentiality and service excellence are top priorities in my practice. Prior to becoming a financial advisor, I spent over 20 years working in retail banking providing financial services to individuals, families and small businesses. I helped clients manage their money, access personal or business credit, consolidate debt, and secure mortgages and home-equity loans and lines of credit. I also enjoyed being a student at the University of Hartford, earning my master's degree in Organizational Psychology. Whether you're interested in establishing a new financial strategy or refining an existing one, I encourage you to take the next step and contact me at 860.665.0346 or email [email protected]. I welcome the opportunity to work with you, and to help you organize, plan and protect your wealth and your peace of mind. Member SIPC
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