ABOUT US | Philosophy

When I think about my clients, I try to imagine what I might expect from someone like me, a Financial Conductor™, a role that helps me balance your lifestyle with comprehensive asset management and multi-generational estate planning. As you come to me with hope for a brighter financial future, you'll feel the difference my fresh perspective can make as I listen, strategize, and customize financial solutions that may work for you. Planning for your future, no matter how complex, focuses on understanding your priorities and expectations. I seek to blend just the right elements in your portfolio to create optimal financial performance and the success you've come to expect in your life.

My philosophy has always been to offer my clients the highest level of expertise available today. Being a CERTIFIED FINANCIAL PLANNER™ Professional affords me the opportunity to be your “Financial Conductor." With your confidence and my determination, we can target a future and strive to make your goals and dreams become a reality.

Everywhere we turn today, there are specialists. In our time-deprived lives, we need direction and want it fast. But, taking the time to find the right financial consultant is essential. This is where our relationship can make a difference. Together, we can create and manage a legacy for you and your family that pursues the financial security you've worked so hard to achieve. Critical thinking today has the potential to lead to the secure lifestyle you want to lead tomorrow.

Whether we meet at your company or in the community where I enjoy taking an active role, we can always meet when the time is right for you. I welcome your questions as an opportunity to prove how my resourcefulness will make a difference for you. And, if you allow me to orchestrate your financial future, I can guarantee you one thing—our relationship will be anything but common®.

Connecticut Investors Group | 294 New London Turnpike | Glastonbury, CT 06033
489 Gold Star Highway | Suite 200 | Groton, CT 06340
35 Huntington Street | New London, CT 06320

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