I feel genuine satisfaction in helping my clients find solutions to their financial challenges in a variety of categories, including: wealth management, investments, retirement planning, education funding, estate planning, and insurance and risk management. I enjoy getting to know my clients and their needs and goals so I can create integrated plans to help them achieve realistic expectations for their futures.
I joined the Chelsea Groton team in 2006. I have over 30 years of experience in the financial services industry, and I take pride in seeing clients achieve their goals. I have CFP®(Certified Financial Planner) and CLTC (Certified Long Term Care) designations. I’m honored to have received the Women of FIRE (Finance, Insurance, Real Estate) award from The Commercial Record in 2013. I’m also actively involved in the community and serve on the board of the Jonnycake Center of Westerly. I enjoy spending time with my family, gardening, reading, and relaxing at the beach. I reside in Westerly, RI.
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/.