Navigating financial marketplaces can be intimidating. I will sit down with you, absorb your circumstances and needs to best identify what solution will fit, and will work intimately with you so you are confident in your decision. It is my goal to set you on your most beneficial path to success.
I joined Chelsea Groton in May of 2023. Prior to joining the Chelsea Groton Financial Services team, I began my banking career as a teller at Wells Fargo. Progressing through leadership roles, I became interested in financial advising. In 2017, I became a Financial Associate at First Bancorp before moving to Client Service Associate at Professional Planning of New England.
Investment And insurance products And services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services Is a trade name Of the Bank. Infinex And the Bank are Not affiliated. Products And services made available through Infinex are Not insured by the FDIC Or any other agency Of the United States And are Not deposits Or obligations Of nor guaranteed Or insured by any bank Or bank affiliate. These products are subject To investment risk, including the possible loss Of value.
Check the background of this Infinex Investments, Inc. investment professional at brokercheck.finra.org/.