My Approach I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. I am licensed and registered to conduct business in CT. Based on licenses and registrations I hold, I may also conduct business in AL, AZ, CA, CO, FL, ID, MD, MA, MN, NV, NH, NJ, NY, NC, PA, VT and VA.