Professional
As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals. By developing a personalized financial strategy that is designed to help you achieve, your vision for the future may be more attainable than you believe.
I understand complex financial issues and how they can affect life goals. We will match your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products.
Education
- Bachelor of Arts in Social Sciences (Government Administration and Political Sciences) from University of Connecticut
- Master's Degree in Education (Research and Statistics) from Southern Connecticut University
Associations and Memberships
- FINSECA (Association of Advance Life Underwriters)
- National Association of Insurance and Financial Advisors
- Fidelity Advisor Council
- Town of Fairfield Joint Retirement Board (2010-2020)
- Vice Chair of The Police and Fire Committee
- Northwestern Mutual Government Relations
- The Association for Advanced Life Underwriting
- Diversity and Inclusion Council
- Financial Literacy Program
