LPL Financial Advisor in Connecticut
- Retirement Planning
- Goal Planning
- Strategic Allocation
Series 7, 63 and 66 held at LPL Financial
- Life and Health Insurance in Connecticut
- Eastern Connecticut State University – Bachelor of Arts in Economics and minor in Health and Mathematics
- Lynchburg College – Undergraduate work
- Worchester Academy – Post graduate 1994
“Do your best and forget the rest.” – Tony Horton
My career in the financial industry began in high school when I worked for a team in New London, CT. The team specialized in Pfizer employees and how to manage their retirement resources. I would work in the office weekly and took interest in talking with the advisors and helping with seminars.
When I graduated from Eastern Connecticut State University in 1999, I became a financial advisor at PaineWebber, which was later bought by UBS. In 2006, I made the change to Janney Montgomery Scott then moved to Waddell and Reed in 2010. I have now been an LPL Financial Advisor since 2019, partnering with Gateway Financial Partners.
My focus is on my clients and their needs with the use of a comprehensive financial planning process which benefits both individuals and businesses. Most realistic goals are attainable and with my experience I can be your guide on your journey towards achieving these goals. My true passion comes from watching my clients dreams come true!