As a Managing Director and Investment Advisor Representative with Alchemi Wealth LLC, my journey in the financial industry began over 40 years ago with Shearson American Express in New York City. My career progressed as I joined A.G. Edwards and Sons in Hamden, Connecticut, and later transferred to the Essex branch, which became Wells Fargo Advisors in 1995. As a Founding Advisor of Alchemi Wealth, I continue to serve my clients, specializing in retirement and estate planning, and building portfolios tailored to meet individual needs.
I graduated from Franklin Pierce University in 1982 with a BA in Sociology and Education, complemented by a business background. My credentials include Security Licenses Series 7, Series 63, and Series 65, with a Central Registration Depository number of 1055083, as well as Life Insurance licenses in both Connecticut and North Carolina.
My affiliations reflect my commitment to community and professional engagement. I am involved with the Middlesex County Chamber of Commerce, Carolina Foothills Chamber of Commerce, Essex Board of Trade, Deep River Cares Foundation, and the Chester, Deep River, and Essex Historical Societies. Additionally, I support the Connecticut River Museum and the Arabian Horse Association.
In my personal life, I enjoy hiking, gardening, sailing, and spending time outdoors with my horses and dogs. I am also an avid theatre and museum enthusiast. I split my time between Deep River, Connecticut, where I grew up, and Western North Carolina, where I enjoy family time with my two dogs and horses.