Warren recently celebrated his first year as a member of our team, following a career change. A graduate of Wheaton College with a degree in Economics, Warren successfully founded and operated a local CrossFit Box for over four years. He also recently established Pull Rowing, in Branford, CT, the first rowing studio of its kind in the area. His past experience as a business owner and entrepreneur is invaluable in aiding his clients both personally and professionally. Warren is Life and Health licensed and has quickly mastered our simplified approach to financial analysis and services. He and his wife Cassie live in Clinton, CT with their two young children.
Tyler joined the Connecticut Financial team in the summer of 2016. A graduate of Furman University with a BA in Economics, his past experience includes analyst positions with Synergetics and ACG New York. In addition to earning his Connecticut Life and Health license, Tyler is quickly learning many facets of our business, from strategic planning to case management, and the ins and outs of providing high level service to our clients. In his free time Tyler enjoys staying active, playing golf and basketball, counting one of his proudest accomplishments as playing D1 basketball while a student at Furman. Tyler currently lives in Fairfield, CT.
Kim has worked in the insurance industry for over 25 years and has assisted multiple high level financial representatives since 1994. Given her expertise and knowledge, Kim is a tremendous asset to Connecticut Financial's goal of constantly improving the client experience. In 2014, Kim's dedication to client service earned her the Commitment to Excellence Award, which is presented to the top support staff in our region. Kim holds a business degree from Quinnipiac University. When she is not making sure Connecticut Financial's clients stay happy, Kim loves to travel, cook and spend time with her husband Juan, son PJ and daughter Samantha.
PJ joined the Connecticut Financial team full-time in 2014, following two years as an intern. He is a graduate of Quinnipiac University with a BA degree in Journalism, and has proven to be a great addition to our team through the high level of service he’s provided to our annuity and investment clients. He also holds Series 7 and 66 investment licenses. In his spare time, PJ is a food and sports enthusiast who also enjoys writing freelance sports pieces via Shore Publishing.
Pam has a firm understanding of our clients, our business, and our processes. Not only have her and her husband been Connecticut Financial clients for over a decade but she's also worked in several roles at Connecticut Financial in the ten years that she's been a part of our team. Pam, who is a Certified Public Accountant (CPA), offers a wealth of knowledge in all areas of the business. Pam also holds a Connecticut Life and Health license, and is a graduate of Quinnipiac University. In her spare time she enjoys the outdoors, yoga, concerts, and spending time with her husband and two children.
Stacey joined Connecticut Financial in 2011, immediately receiving her Connecticut Life & Health license. Stacey's initiative, attention to detail, and "what can I do to help" attitude is an asset to our clients and company, and has allowed her to learn many facets of our business. Currently, she ensures that our office, and marketing efforts run smoothly. Stacey is a graduate of the University of Rhode Island with degrees in both Art History and Marketing. Stacey and her husband Alan live in Durham, CT, and will welcome their first child this year.
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