Laura graduated from S.I. Newhouse School of Public Communications at Syracuse University. She entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education Director at the Little Palm Family Theater in Boca Raton, FL for many years.
When Laura moved to Connecticut with her family, she made a career change into the fitness industry. She pursued several certifications in health and wellness, including nutrition and herbalism. Laura worked with Michael in the Financial Services industry for several years while her children were young.
Laura is excited to be back in the financial world. She finds it surprisingly creative and enjoys working one-on-one with our wonderful clients. She still has a passion for wellness and exercise and loves to practice yoga in her free time. Her motto is “There are no problems only solutions!”
Sharon has been in the financial services industry for over 35 years, including 25 years in the Jumbo-Mortgage industry. Sharon coordinates and attends the educational dinner seminars throughout Connecticut, introducing individuals to the benefits of working with Strategies for Retirement. She also enjoys organizing client events, including the annual Holiday Party and Summer Picnic, not to mention other value-added programs. Her goal is to make clients feel special as members of the Strategies for Retirement family.
Sharon enjoys spending time at the beach, gardening and relaxing with her family. She has been a volunteer with the Connecticut Special Olympics for the past 30 years, helping in the Speed Skating competition.
Dan graduated from the University of Wisconsin-Madison in 2018 with a B.S. in Economics. During the summer of 2017, Dan worked as an analyst for Bank of New York-Mellon. In 2016, Dan also worked as an intern for North East Private Client Group, a small financial planning firm based out of New Jersey where he is from originally.
Dan works alongside Laura in the transfer department ensuring quick and smooth operations. Since joining, Dan has taken on the role of automating some of our back-end processes, like creating files and binders for new clients.
Outside of the office, Dan enjoys snowboarding in the winter and golf in the summer. He is also a big New York Giants fan and likes to attend their games throughout the season.
Nicole graduated from the University of St Joseph in 2010 with a B.A. in English and went on to obtain her M.S. in Management in 2012. Nicole’s voice is likely the first you will hear because she coordinates all the registrations for our educational dinner seminars. She is the first point of contact at our main location and handles all of the day to day office responsibilities. Although a new addition to our staff she is committed to providing excellent customer service and making sure that all of our clients feel welcomed.
She is an avid New York Yankees and San Francisco 49ers fan. Her hobbies include spending time with her daughter, being a Girl Scout troop leader, crafting and collecting Pez dispensers.
Dona comes from a financial background, with over 15 years of experience in banking, insurance and managed funds.
Dona holds her Life License as well as her Series 63 certification. Dona is excited to be on board and looking forward to meeting all the wonderful clients here at Strategies. When she’s not working, Dona enjoys spending time with her husband Scott, their 3 children, Aiden, Emma & Kacey and their Great Dane, Violet.