I was born in Willimantic and have lived in Columbia since childhood. I started at a local community bank in 1996 working in their trust department and soon discovered my passion for working in financial services. I then pursued becoming a financial advisor and continued there for 13 additional years. I chose Edward Jones because I believe strongly in our shared view of a long-term investment phil
osophy and being able to personalize each strategy. Each person has different goals, needs and timeframes - I will always take the time to learn what is most important to you before we begin. Then, I partner with you to help you reach your goals and to keep you on track. I am dedicated to working in your best interest. Having worked in this field for a number of years now, I have been graced with the opportunity to serve multiple generations within one family. I am always appreciative when a client has enough trust and confidence in me that they bring their family member in to see me. When I'm not doing what I love at work, I enjoy sewing costumes for my grandchildren, baking and taking boat rides on the lake with my retired husband of 41 years who is a U.S. Volunteerism is important to me and something I enjoy - I am involved with the Columbia Historical Society, the Exchange Club of Portland, the Willimantic Elks Club and United Services
I would love the opportunity to work with you, whether you are new to investing for retirement or saving for your children's education; whether you're changing jobs or retiring and looking to preserve your legacy; or whether you're a small business owner in need of retirement planning for you and your employees. Please reach out to me or my Branch Office Administrator, Patricia Parent, to set up an in-person or virtual consultation. We look forward to working with you.
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