Office: (860) 838-3730
- B.A in Marketing and Management, University of Connecticut
- Life, Accident and Health License
- Series 7 and 63 held with LPL Financial
- Notary Public
My Purpose: I am responsible for the day-to-day operation of the firm, including accounting, billing, human resources and compliance. I bring to the role more than 15 years of experience in the financial services industry, formerly as a Practice Manager and a Business Operations Manager.
My Promise: I will put my knowledge and passion for service to work every day to help our team fulfill the needs of our clients.
My Balance: I live in Enfield, CT with my children, Daniel and Lauren. I’m a group exercise instructor, and enjoy hiking and spending time my family.