Before joining the team at Czepiga Daly Pope & Perri, I was a financial advisor with Merrill Lynch. In this role, I focused on getting to know my clients and truly understanding their financial goals. Whether their wishes inclused developing an investment strategy or planning for retirement, I worked with my clients to build comprehensive plans that would help them on their road to financial security.
Now as a Connecticut estate planning attorney, I help you protect all that you've built. You can count on me to guide you in laying out a plan that ensures your wishes are carried out and that your assets go to the right people at the right time in the right way. I can also help you create a carfully designed and thorough Medicaid plan to protect your assets from the high cost of long-term care expenses and nursing home care.
I graduated cum laude from Baruch College in Manhattan with a Bachelor of Business Administration in Finance and Investments and a double minor in Political Science and Philosophy. I received my Juris Doctorate from the University of Connecticut School of Law in Hartford.