Create the Level of Security and Financial Well-Being you Deserve!
 Thank you for visiting my site to learn more about my practice, team, and what drives us at Alliance Financial Group  and College Funding Network. This site is unique because it blends an archive of newsletters that consist of concepts brazenly questioning age-old thinking while introducing a team of professionals possessing unparalleled integrity. None of this is fiction. It is all very real. So use this material to give you that nudge towards discovering through us, how to create the level of security and financial well-being you deserve. It will change your life because it did for all of us and our families.
A Little Bit About Me
I entered the financial services industry upon graduating from Bryant College in 1986 and joined one of the country’s elite insurance and investment firms. Establishing one’s own practice proves to be enormously difficult but through perseverance, I enjoyed success by touching the lives of nearly 1,000 clients and earning the respect of my peers nationally.
In 1995, My family and I moved from Connecticut to Southwest Florida joining Alliance Financial Group and enhancing my practice to make that “life changing difference” for my clients by using the LEAP Systems process .
I hold the Series 6, 7, 63 and 65 licenses which in part allow me to
practice risk management and I am an Investment Advisor Representative with Park Avenue Securities, a registered investment advisor. I am also the President of an affiliated practice, College Funding Network, a service in which myself and colleague, Jennifer Myers, MBA, develop programs that “enable you to finance your children’s college education without bankrupting your retirement plans.” Lori George, Technical Support and Client Liaison, and Betty Draskin, Client Service Assistant, help support both of these practices.
I also served as a proud member and chairperson of the Sanibel/Captiva Rotary Club since 1995. And will be sitting for the Certified Financial Planner (CFP) exam in the fall of 2005 as well as, earning the Chartered Financial Consultant (ChFC) designation in the spring of 2006.
You can find more at-a-glance details about my team and I on the "about me" page.
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