I am a Summa Cum Laude graduate from The University of New Haven, where I earned a Bachelor of Science degree in Finance with a minor in Economics. On campus I was a member of several clubs including The Accounting Society and TWLOHA. I was also involved in many intramural sports, including soccer. I qualified for and joined academic societies including Alpha Lambda Delta, Beta Alpha Psi, Beta Gamma Sigma, and Honor Society of Experiential Education. I worked in the business/payroll office throughout college and post-graduation I immediately focused on my licensing. I have earned the Series 7 & 63, as well as hold the Variable Life Accident & Health license. I constantly keep abreast of current regulations in the industry so that I can provide the best quality services to my clients.
I believe everyone is unique. I keep this in mind when providing financial advice. I endeavor to understand what my client’s needs are, where they are today and where they want to be tomorrow. Together we will set goals and create a plan focused on your needs. I provide services in retirement planning, annuities, life insurance, college planning, 403(b), IRA investments, debt consolidation, mutual funds, and much more. Remember a goal without a plan is simply just a wish. It’s time to make your goals a reality.
Contact us today to meet with an advisor.