Connie joined Angelo Planning Group as an accomplished Financial Advisor with a Special Needs Certification, an LUTCF designation, and holds FINRA security licenses 6, 63, 65 and Life & Health. Connie adopted her only daughter from Bulgaria in 2002 which inspired a passion for helping families with special needs children. She has served as a member of the Webster School Budget Advisory Committee, Financial Partners of Upstate NY Advisory Committee, Webster Chamber of Commerce, Trustee of Webster Presbyterian Church and Member of the Rochester Women’s Network.
Connie transitioned to financial services in 2010 after a successful career working with Fortune 500 companies as a senior-level executive. Connie utilizes her previous experience in managing profitable divisions to assist clients in achieving their own individual financial goals. Connie’s desire is to stay one step ahead so clients can feel confident that their financial goals are being met in today’s complex global economy.
Connie earned her BA from Roberts Wesleyan College and attended University of Rochester Simon Graduate School of Rochester, NY.
Licensed to offer: Medicare Advantage Plans – Medicare Supplement Insurance – Part D Prescription Drug Plans.
Connie currently resides in Pittsford, NY and has a passion for bike-riding, golfing, serving at Browncroft Community Church, and spending time with family & friends.