My Background

I own and operate my own Insurance and Financial Services business established in 2007. I employ my 20+ years of experience in many aspects of the financial arena when working with Professionals, Young Families, and Business Owners to help them build wealth, manage risk, and enjoy a life of financial freedom.

I feel that I bring acquired credibility based on my knowledge and diverse experiences that I believe have been invaluable to my clients. Utilizing the Lifetime Wealth Strategies model (which blends investment and insurance decisions together), my clients can benefit from more efficient and cost effective techniques to help achieve their financial goals.  I believe that the greatest financial challenge people face today is trying to realize all of their financial objectives with limited resources. Therefore, we seek to optimally position ones financial assets to accomplish a client's financial objectives.

I am a native of Connecticut and received my BS Degree in Business Management from Albertus Magnus College in New Haven, Connecticut. I am a member of the National Association of Insurance and Financial Advisors (NAIFA); I serve on the national Board of Directors of Woman in Insurance and Financial Services (WIFS) and I am a Registered Representative through NYLIFE Securities LLC.

In 2011, I was elected to serve on the Agent Advisory Council (AAC) at New York Life.

My Mission:

As your New York Life agent and registered representative through NYLIFE Securities LLC, my mission is to work with you to identify your goals, understand your needs, and offer insurance and financial products that can help you achieve peace of mind.

I keep up with current insurance and financial product trends and offer outstanding service. I have true concerns for my clients and hope to earn their trust as I help them achieve their financial goals. 

 

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