https://www.theconnecticutgroup.com/
As a financial advisor, I draw on my professional and life experience to help my clients find meaningful, financially sustainable lifestyles and be prepared for whatever journey life takes them on.
A New York City native, I began my career in finance and compensation/benefits roles in Fortune 500 companies. These roles provided a great foundation for my work today.
As a CERTIFIED FINANCIAL PLANNER® professional, I take pride in delivering the highest level of professionalism by listening closely to my clients, being objective and transparent, and providing top-notch service and advice with integrity. My holistic approach to financial planning and wealth management reflects a deep understanding that my clients’ financial goals and life purpose are closely interconnected.
Knowing that life does not always go the way we expect, I added the Certified Divorce Financial Analyst credential early in my career so that I could further help clients facing critical decisions during an especially emotional time. My focus on education and a collaborative process enables my clients to move from uncertainty and anxiety to the confidence and peace of mind that comes from informed decision-making.
My education includes a B.A. in Economics from Swarthmore College, an MBA in Finance from the NYU Stern School of Business, and the Retirement Planning Specialist designation from The Wharton School of the University of Pennsylvania.
I am the proud mother of three adult children and enjoy the empty-nester life in Milford, CT with my husband Mark and our dog Fettuccine. When I’m not working with clients, you will find me practicing yoga, kayaking, golfing, and playing tennis. I also devote time to mentoring others on balancing work and family, and inspiring other women to succeed in business.