Connie offers her clients the distinct advantage of extensive product knowledge coupled with a sincere desire to educate and advise. She has cultivated long term clients and manages many of her clients across the country, having earned their trust through hard work, integrity and positive results. Her nationwide client base is largely the result of client and associate referrals. Connie’s goal is not only to advise, but to keep her clients informed of the latest developments and opportunities that can affect their financial futures in an ever changing economy. With this in mind, she fosters an “open door” policy that encourages her clients to ask questions, seek advice or just touch base with their concerns.

In her role as a Certified Divorce Planner™ (CDP) and Certified Divorce Specialist (CDS), Connie works with individuals who are currently going through the divorce process, providing them with expertise on the special financial issues facing divorce. She works closely with local lawyers and/or mediators in evaluating divorce settlement options. Connie is also qualified to provide expert witness testimony on financial matters if the divorce case goes to court.