What are your hopes and dreams? Where are you now? How will you get there? My job is to help guide you; to evaluate where you are today and to help you set clear and measurable goals.
I believe a strong relationship is the most important factor in choosing your advisor. Meeting face to face is one of the best ways to build a lasting relationship.
I am a single mom to two boys who are my world. I understand firsthand the unique challenges and opportunities women face when it comes to investing.
When I am not working or spending time with my family, I can often be found making my own natural skin care products and advocating for Autism Awareness. I am the president of the Glastonbury Newcomers & Neighbors Club, and I enjoy participating in community enrichment projects. I am a foster dog mom and I have "foster failed" a few times. I fundraise and volunteer at local animal shelters.
Let's find a time that's convenient for both of us to meet either face to face, phone or virtually to see if we would be a match! I am not for everyone and that's OK. It's important we meet so we can learn about each other and make sure that we are a good fit.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- College Savings
My Personal Interests
- Animal Rescue
- Community Outreach
Phone NumberJen Phillips at (860) 633-6358
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