Client Services Manager
With nearly a decade of experience in the financial service industry, Gorete is responsible for managing the service work of the financial planning process for the practice. Gorete manages more than a hundred financial plans and plan updates for clients each year. She works closely with Mike and his clients to ensure all financial information is accurate and properly implemented for efficient processing.
Gorete’s commitment to her work has given her in-depth understanding on how to manage the financial planning process, which allows Michael more time to interact face to face with clients and provide the personalized guidance and solutions they deserve.
Gorete graduated with a Bachelor’s degree in Business Technology from the University of Connecticut, as well as receiving her MBA in Finance from Post University. Gorete lives in Ansonia, Connecticut with her husband Davidson. She enjoys spending time with her family at the beach, exercising, and visiting local breweries.