Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
How I can help you:
As a representative, I work closely with clients to understand their current financial situations and aspirations for the future. By developing investment strategies and adjusting them as needed, I help clients reach financial independence.
I am passionate about Socially Responsible Investing, which is for those who want a personal connection with their investments, and want to invest their money in companies that can accelerate a positive social change in specific areas.
A little about me:
I joined the Chelsea team in 2016. I am an avid hiker, skier and love anything outdoors. I am a current team member of the Chelsea Women’s Club. I enjoy assisting women with their finances. Providing women with a trusting financial relationship in order to have more confidence, support and financial security is incredibly rewarding to me.
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/.