Investment Planning

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500 Winding Brook Drive, Glastonbury, CT, USA

LIFE PHILOSOPHY

My grandfather always told me “Hard work never killed anyone.” My father constantly tells me to be “Fearless”, and if I do things for the right reasons, then everyone benefits in the long-term. I believe sharing knowledge is the most powerful thing I can do for my family and my clients!

EXPERIENCE
It is an honor and a pleasure to serve my community as an LPL Financial Advisor with Gateway Financial Partners. I started my career in the financial services industry in 2010, previously spending three years with MassMutual, four years with Prudential and nearly two years with Edward Jones.

EDUCATION
After attending East Hartford High School, I graduated from college locally, receiving a master in business administration, with a dual concentration in management and marketing, from the University of Connecticut in 2016; a bachelor of science with a concentration in marketing from Central Connecticut State University in 2010; and an associate of science, with a dual concentration in accounting and business administration, from Manchester Community College in 2007.

COMMUNITY ENGAGEMENT

As an active member and committee volunteer for the Connecticut chapter of Prospanica since 2011, I help empower diverse students and employees to continue their professional development. Since 2014 I have been a member of the Association of Latino Professionals for America, a national nonprofit organization that focuses on providing professional development and career resources in order to empower and develop leaders of the future.

In July 2017, I began volunteering as a workshop facilitator and in January 2018, was elected to the board of directors for the Connecticut Association for Human Services to help eradicate poverty in our communities. In April 2018, I became a member of the East Hartford Rotary Club, which provides support to local initiatives in areas of education, healthcare, and education. In July 2019, I became a member of the Society for Financial Awareness, a national nonprofit organization whose mission is to increase financial literacy providing education in communities across America.

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205 Storrs Rd, Mansfield Center, CT 06250, United States

To learn more about what makes reservoir financial different, please CLICK HERE to watch a 3 – minute video.

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697 Pomfret Street (Rt. 169) Pomfret Center CT 06259

Financial Planning

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Windham Region Chamber of Commerce
1010 Main St., P.O. Box 43
Willimantic CT 06226
Phone: (860) 423-6389
Fax: (860) 423-8235

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