“Wealth is not about money –it is about being in a position to do the things that matter most to you.”

Background and experience

For more than 25 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations. I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including liability management, cash reserves, insurance, estate planning strategies, philanthropy, and tax implications.

I started my career at UBS before moving my practice in 2002 to Wachovia Securities, the predecessor of Wells Fargo Advisors. Prior to joining the financial services industry, I earned a Bachelor of Arts from Vanderbilt University. Prior to my career in financial services, I held management positions with Owens Corning Fiberglas and J.P.Stevens.

Away from the office

My parents instilled in me a passion for community involvement. I am a board member for VISTA Life Innovations, and I help to organize the annual bike ride, the “Vista Tour de Shore”. As a member of the Madison Jaycees, I plan the Thanksgiving Turkey Trot and Triathlon. Johanna, my better half, and I share an interest in golf and tennis, and we now have the pleasure of being grandparents to Paige, Jack, Wyatt, Connor, Graham and Harper.

My role on the team is client advocate. I am the first point of contact for client communications. I will ensure that the appropriate member of our team promptly responds to your query. I handle the day-to-day administration of accounts, including planning for cash distributions, executing trade orders, managing account transfers, and gathering tax documents. With a B.A. in Economics from Bates College and an M.B.A. from Babson College, I can help resolve complicated issues. As your needs evolve, I am here to help put solutions into action. My husband, Jeff, and I enjoy golf, especially with our daughters Katharine, Kristina, and Caroline.

My role on the team is planning specialist and annuity/insurance specialist. I enjoy learning about your goals and maintaining your long range plan. Over the previous 20 years, I have held positions in banking and insurance with Wells Fargo Bank, Prudential Insurance and Barnum Financial Group. My passion is creating long lasting, meaningful relationships with clients. My wife, Meghan, and I are proud parents to our three children, Camryn, Brendan and Austin. In my hometown of Naugatuck, Meghan serves as a town official, and I enjoy coaching youth sports.