About
I invite you to have a conversation with me.
Very often life events cause the need to reach out to a financial advisor - for example, a divorce, company buyout, job change, home sale or loss of a family member. I focus on helping individuals plan in advance for these moments, and also help manage related financial aspects should they happen to you unexpectedly.
If your life also revolves around being a business owner, I will work with you and your key employees to address additional specific financial requirements. This may involve starting or improving an employee retirement plan to encourage worker retention, but it always includes using our established process to create tailored strategies for owners to build, protect and transfer wealth.
Confidential collaboration with CPAs, attorneys and other professionals, and the back-office support of thousands of our Edward Jones firm associates, combined with advanced technology, enhances our ability to meet your financial objectives.
My Branch Office Administrator, Karen Fellman, helps ensure we provide a professional and inviting office setting, and organizes our online and in-person client-education programs.
I find great satisfaction in serving our community through the Killingworth Lions Club and the Alzheimer's Association. My passions include fine arts and creativity, traveling, culinary adventures and exploring green spaces with my husband, Tom, and our Yorkie, Fleury. I am an active member of Middlesex and Clinton Chambers of Commerce.
I hold the Chartered Retirement Planning Counselor (CRPC®) designation, an MBA with a professional certificate in finance and an undergraduate degree in business management, as well as my Series 7 General Securities, Series 66 Uniform Combined State Law registrations and life/accident/health insurance licenses.
Call us at 860-664-5068 to start our conversation. We would welcome your call.
