101 River Road,
Kristin & JoAnne are Registered Representatives and Investment Advisor Representatives of Cetera Advisor Networks LLC and hold life, health and long-term care insurance licenses. They stay up-to-date with current financial planning topics through comprehensive continuing education programs with the Financial Planning Association, CFP® Board, FINRA and Connecticut Insurance Department.
Investment Advisor Representative
Kristin is the owner of Planning Partners, LLC, a small financial planning firm located in Canton, CT. She works closely with more than 300 individuals, families and small businesses all over the U.S. as they plan for their financial...
JoAnne is a seasoned professional with 20 years of providing investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where...
Client Service Associate
After years as a financial advisor on Long Island, New York and pension consultant in Glastonbury, Connecticut, Meredith returns to the financial planning industry after taking time to raise her children. Meredith holds a Bachelor of...