2321 Whitney Avenue
Hamden, CT 06518
Toll Free: 877-344-0499
Benjamin F. Edwards & Co. puts its clients first. That’s why I decided to join this firm and its Hamden office in 2018.
I’ve been in the financial services business for a number of years, and found myself impressed with this firm’s investment product and service depth and the personalized service the firm offers – to our clients, as well as for us as advisors. There are no sales quotas or call centers here – in fact, the executives answer their own phones and respond quickly to my questions. That means I am able to stay focused on what really matters – my clients.
The outstanding service and informed investment knowledge offered by Benjamin F. Edwards & Co. means I am able to offer my clients a holistic approach to their investments. Whether they are just starting to save money, or are well on their way, I am able to provide sound investment advice and guidance as we work together to put aside money to send a child to college, prepare an estate plan that helps transfer wealth efficiently from one generation to the next, or save for a secure and fulfilling retirement.
For me, it’s all about making my clients feel comfortable. It’s hard to discuss finances. I understand that. As we get to know each other, I’ll ask a lot of questions and listen to the answers. From there, we’ll put together a financial plan – together. We’ll then put it into action. From time to time, we’ll check in on our progress, and discuss any fine tuning that needs to take place. After all, life changes – and so too do our financial priorities.
My clients know that regardless of what life deals them, I’ll be there – backed by the strength of Benjamin F. Edwards & Co. – to adjust their financial plan accordingly. This is what makes being a financial advisor so exciting and why I come to work each day. Stop by our Hamden, Conn., office or give me a call today. Let’s see how we can work together.
I started my financial services career in 2004 and today concentrate on retirement and estate planning.
I grew up in the mountains and surrounding foothills of Yosemite National Park, CA. I now reside on the shoreline of CT with my husband Michael and my daughter Mikayla. When life and work allows I can be found singing blues and jazz with various musicians… including, at times, my husband Michael!
When I am not working or spending time with my family, I serve as a passionate Rotarian. I originally joined because my father was a polio survivor and the organization was committed to eradicating the illness worldwide. Today, I love being involved and participating in the organization’s numerous initiatives that have such a tremendous impact on our community and our world.
California State University – Chico, Bachelor of Arts in Theatre Performance, Business minor