As a Marketing Specialist and Retirement Plan Liaison at Sound Generational Wealth, I support our team by helping retirement plan participants navigate plan resources and better understand their retirement benefits. I’m Series 7 licensed through LPL Financial and hold a B.S. in Management and Entrepreneurship from the University of Connecticut.
In my role, I assist with participant education and account support, helping ensure individuals know where to access information and feel comfortable using the tools available to them. My goal is to highlight our strengths and people-first approach—because effective communication doesn’t just capture attention, it builds trust, strengthens relationships, and supports long-term confidence.
A Guilford native, I’m passionate about staying active and involved in my community. I played lacrosse at UConn and continue to enjoy lacrosse, tennis, and golf in my free time. I also value spending quality time with friends and family.
You can reach me at Sound Generational Wealth at (203) 488-4488. I look forward to assisting you!