Helping people reach and exceed their goals is in my DNA. As a wealth advisor, I take a holistic approach to financial planning, encompassing all aspects of your financial life, including wealth management, goal setting, retirement planning, protection planning, and estate planning.
After spending 29 years at a Fortune 500 company, I then founded Air Solutions East, a small business that worked with helping international companies bring their air conditioning products into the USA. As a new small business owner who had seen the corporate world, I began thinking about my own future and noticed a significant gap in the financial planning industry. Most advisors were transactional, focusing on short-term gains rather than long-term goals. With my engineering background and analytical mindset, combined with my passion for education, I realized that becoming a financial advisor would be a perfect fit for me. I wanted to offer a holistic, long-term, goal-oriented approach to financial planning.
My journey as a wealth advisor began at Ameriprise, where I spent four years honing my skills. I then spent 15 years at NEXT Financial, where I founded Cornerstone Wealth Management Group. Today, I am proud to be with NWF Financial Advisory Services Inc., where we specialize in Transitional Wealth Planning. This process focuses on managing life's transitions, such as retirement, relocation, debt, divorce, the loss of a loved one, the purchase or sale of a business, and receiving an inheritance. My team of fellow Transitional Wealth Planners and I are here to help you navigate these significant life events.
On a personal note, I am divorced and have raised three incredible daughters, each of whom has profoundly influenced my career. My oldest daughter, a journalism graduate, pivoted to teaching through Teach for America and worked in an inner-city school. This experience led me to speak to 50 new teachers about finances, financial planning, and the importance of goal setting. Many of these teachers became my clients, and I now work with some of their parents as well. Today, my daughter is Assistant Director-Elementary Education at Hartford Public Schools. This journey has made me proficient in school retirement benefits in Connecticut and surrounding states, and I now offer webinars for teachers on my website.
My middle daughter is an interior designer at PepsiCo, designing facilities and offices worldwide. She is a master of networking and has taught me the importance of balancing family and business. My youngest daughter is a Physician Assistant at One Medical, a division of Amazon. Her compassion and dedication exemplify that with clear goals and determination, you can overcome any obstacles. My son-in-law is a psychiatrist, and an Assistant Director at Hartford Healthcare, and with many other healthcare professionals in my family I founded Wealth for Docs to help doctors achieve their financial goals. My second son-in-law is a CPA and is AVP-Transaction Support at Advent International, a global private equity firm.
In my free time, I enjoy all types of music, home automation, antique cars, and exploring new green automobile technologies. I cherish spending time with family and friends and love playing with my grandchildren.