• Connecticut Community Credit Union Board Chairperson 1994 - 2002
• Connecticut Community Credit Union Board Member since 1986
• Financial Planning Association of Rhode Island Board President 1997 - Member since 1987
• United Way Finance Committee of Southeastern Connecticut since 1992
• Connecticut Community Credit Union Volunteerism Award 1997

• University of New Haven - Bachelor of Science Degree - Cum Laude
• Endicott College - Associate of Science Degree
• College For Financial Planning Certification
• Hartford Graduate Center

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health Insurance, and Variable Annuity Licensed: CT, FL, MA, NH, RI, TX

• Resident of Mystic, Connecticut for over 35 years
• Volunteer on the Connecticut Community Credit Union Board
• Volunteer on the United Way of Southeastern Connecticut Finance Committee
• Member of the Southeastern Connecticut Women's Newwork Association
• Member of the Estate and Tax Planning Council of Southeastern Connecticut

AK, AZ, CT, FL, GA, MA, ME, MI, NC, NH, OH, RI, SC, TX, VA, WI, WV