As the Program Coordinator for the Chelsea Groton Financial Services team, I am responsible for the daily operational and compliance functions of the department. I prepare and process necessary paperwork, share important financial market updates with clients and ensure all clients are receiving exceptional service. I love that the Chelsea Groton Financial Services team shares the same vision and is dedicated to helping our clients achieve their financial goals.
I joined the Chelsea Groton team in 2013. I am a proud graduate of the 2016 Chamber of Commerce of Eastern Connecticut Leadership Program. I am actively involved in the community, serving as a volunteer with the Ledyard Food Pantry, Habitat for Humanity and a Girl Scout Leader for the Girl Scouts of Connecticut.
I reside in Gales Ferry, CT with my husband and two children. I enjoy being outside as much as possible — running, hiking or at the beach.
Investment And insurance products And services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services Is a trade name Of the Bank. Infinex And the Bank are Not affiliated. Products And services made available through Infinex are Not insured by the FDIC Or any other agency Of the United States And are Not deposits Or obligations Of nor guaranteed Or insured by any bank Or bank affiliate. These products are subject To investment risk, including the possible loss Of value.
Check the background of this Infinex Investments, Inc. investment professional at brokercheck.finra.org/.