Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • Registered Financial Consultant Designation

Education

  • BS in Economics and Finance, Summa Cum Laude, University of Hartford

Awards & recognition

  • Five Star Wealth Manager, 2021-2022

Professional associations

  • Beta Gamma Sigma
  • Greater Hartford Jaycees

Community participation

Community Involvement:

  • 2013- Present Travelers Championship Player Relations Manager
  • 2017- Present Pilgrim Pines Conference Center Board of Directors Member
  • 2017- Present Charter Oak State College Foundation Board of Directors Member
  • 2018- Present Playhouse Theatre Group Board of Directors Member
  • 2020- Present Fitness Class Training Board of Directors Member

Interests

  • My husband, Matt, and I are a team practice.
  • Matt and I have a daughter Victoria and a son George.
  • We love watching golf and going to PGA TOUR events. In 2013, we were able to attend The Masters, a dream for us.
  • We enjoy running, tasting wine, Crossfit, and traveling.