Connie has more than 30 years of Wealth Management experience.  Her industry knowledge and experience allow her to provide an exceptional client service experience. Connie is known for her thoroughness and accuracy in helping clients resolve issues. She holds Series 7, 63 & 65 securities licenses and is registered to conduct securities business. 

Although a native Kentuckian, Connie lived on the east coast for 15 years, and began her career working for private money managers, and then at Alex Brown, Inc. in Wilmington, Delaware. Returning to Kentucky, Connie worked at Advest, Inc., (bought by Merrill Lynch), before joining Raymond James, in 2008.

In late 2021, Connie and her husband, Michael, relocated to Bracken County in North Central Kentucky. She continues to work remotely, so she can spend more time being “Gigi” to her two grandchildren. In addition to travel, Connie loves genealogy research, and watching sports.