Connie is a graduate of University of Missouri-Columbia and started her career as a classroom teacher. After earning a Master’s Degree in Counseling, she decided to change her career path to financial services. She joined AXA Advisors (now called Equitable Advisors) in 1987 and obtained the CFP®, CERTIFIED FINANCIAL PLANNER™ certification in 1990. She has earned numerous awards including the Equitable Advisors Centurion award and is a member of the Equitable Advisors Hall of Fame. She joined Evergreen Wealth Strategies as a Partner in January 2014. In August of 2015, Connie earned the Retirement Planning Specialist title award, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Connie enjoys helping people understand financial matters so that they become independent, self-aware and confident. “I educate my clients and paint a comprehensive picture to better understand where they are today and help formulate personal financial goals for the future”.
Connie and her husband, Ken enjoy traveling and hiking and have visited 58 of the 59 National Parks.
Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional® ) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by email at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
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Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.