My passion in life is helping people with their finances. Knowing that we help make a positive impact on clients' lives and help them achieve what is important to them is extremely satisfying.The strong client relationships I have today have been built through my 13 years of experience working with clients in all aspects of their financial journey. In addition to my experience in finance as a corporate vice president for Healthtrax, I hold a master's degree, AAMS™ designation and CFP® certification. Our office works diligently to provide sound investment strategies combined with effective income planning, tax management, and legacy planning while helping you enjoy life. Together we'll partner with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Through it all, we're dedicated to providing an exceptional client experience while helping to organize, grow, and simplify your financial picture. On a personal note, I was born and raised in Farmington, Connecticut. My father was also a financial advisor, and I sincerely appreciate the guidance that was instilled in me at a young age. I am honored and humbled to pay it forward and help other individuals and families achieve their goals. I have three beautiful daughters, Mikayla, Marissa (UCONN) and Alexa (The Taft School). When not at work, I can be found on the playing on four USTA tennis, watching my youngest daughter play lacrosse and traveling the world with family and friends.Fredonna, our branch office administrator, and I look forward to the opportunity to be of service to you and invite you to call our office and schedule a complimentary financial review.