Connie has been in the industry for over 10 years. Prior to joining Aegis Wealth Partners, an office of National Financial Network, she was licensed with a large wealth management firm in 2007. Given the tumultuous time of the recession, the wire house world was forced to restructure their business and Connie shifted her practice. Now, Connie is excited to be a part of a firm that enables her to be back in the field educating clients about how to protect and grow wealth.
Connie works with a variety of clients but has a niche market working with women going through a life transition. Whether that means a career change, divorce or unexpected death, her focus is on education and organization. She feels strongly that women specifically need to understand what they have and what they may owe so when an unexpected life event occurs they are prepared. Connie teaches clients about developing financial strategies, living by a budget, and protecting their most important assets which includes their ability to earn an income. She is passionate about helping others get through some of the toughest times in their life and feels that is her mission as she grows her financial services practice.
In her spare time Connie values donating her spare time to an organization, “A Place Called Hope”, which is responsible for rescuing, rehabilitating, and releasing birds back into the wild.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian