We pride ourselves on being excellent listeners. Listening to you share your most important goals for your family is our strength. We believe it's important to have a thorough understanding of what you're working towards in order to provide you with comprehensive financial advice.

By doing so, we aim to create a uniquely crafted financial strategy for you. I draw upon my over 20 years of financial services experience working with stocks, real estate investment trusts, insurance, mutual funds and retirement plans, as well as fixed-income investments including municipal bonds, corporate bonds, government securities and guaranteed investment contracts.

Together with Doreen Campbell, my senior branch office administrator, we like to position ourselves as the financial conductor of your family's orchestra, and in that capacity, we work closely with you and your CPA, attorney and other professionals. In support of this teamwork, we offer estate valuation services and the registration of securities. We offer consultations with our Client Consultation Group for complex, high net worth financial needs.

We are also adept at serving businesses and other entities in their goal of providing employees with an appropriate employer retirement plan. We can assist in determining whether a 401(k), 403(b), 457, SIMPLE IRA or SEP IRA make the most sense for you and your employees.

I have a bachelor and MBA degree, both with concentrations in finance, from the University of Connecticut. I have also earned the CFP® designation.

My passions include reading books, traveling and spending time with family. I am also passionate about sharing my business and financial knowledge as a Junior Achievement volunteer. I have served as a former University of Connecticut Alumni Association Board president and treasurer and on the Connecticut Teachers Retirement Board.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Reading
  • Traveling
  • Real Estate

Office Information

Office Address

25 Concord St Glastonbury, CT 06033

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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