I’m Gillian, a dedicated Financial Planner and Investment Advisor Representative with a passion for empowering individuals and families to achieve financial peace and security. Growing up in Trumbull, CT, and attending school at The University of South Carolina, I’ve always been fascinated by the world of business, money, and investing. However, my true motivation lies in making a meaningful difference in people’s lives.

My approach to financial advising is centered around the belief that “one size does not fit all.” I understand that each client’s needs, goals, and aspirations are unique, and I’m committed to providing personalized strategies that reflect that individuality. Whether you’re planning for a comfortable retirement, managing investments, or simply looking to take control of your finances, I’m here to guide you every step of the way.

My goal is to help you feel confident and empowered about your financial future, eliminating the stress and overwhelm often associated with financial planning. I take pride in building strong, trusting relationships with my clients, ensuring that you feel supported and valued as we work together to set your family up for success.

When I’m not helping clients navigate their financial journeys, you can find me enjoying the beach, working out, or going on walks. I love going up to Newport, RI in the summer and spending time at the beach with my family and friends.

Let’s work together to create a financial plan that’s tailored to your unique needs and goals. Reach out today to start a conversation about how we can build a brighter, more secure future for you and your loved ones.

Licensed to sell Life, Accident and Health Insurance. Holds Series 7 and 66 Sercurities Registration.

Check the background of this registered representative on FINRA’s BrokerCheck  

CA Insurance License #4395555

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT