Taking care of the details
Client Relationship Managers
Dedicated and Knowledgeable
Outstanding personalized service
In partnership with our team of Financial Advisors, our Client Relationship Managers deliver outstanding personalized service to our clients. We are proud of the experience our dedicated and knowledgeable staff will deliver to you.
Julie Bauman
Julie Bauman has 16 years of experience in the financial services industry. Prior to joining Essex Financial as a Client Relationship Manager, Julie was a Registered Marketing Associate at Smith Barney in Bloomfield Hills, MI. She graduated from Marquette University with a BS in Accounting, and holds the Series 7 and 63 licenses.
Julie and her family live in Ivoryton.
Julie supports Steve Bates, Tim Furgueson and Dave Delfino.
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Liz Haas
Liz Haas is a Client Relationship Manager with Essex Financial. A 1983 graduate of Hofstra University, Liz began her career in finance with EF Hutton & Company in fixed income research. She later worked for Drexel Burnham Lambert in their commodities department. Upon moving to Connecticut, Liz spent 7 years at Shoreline Financial Advisors. She joined EFS in 2009. Liz holds the Series 7 and 66 licenses.
Liz and her family live in Madison.
Liz supports Jere Jordan, Robert Marcinek and Ned Rogin.
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Alicia M. Karsky
Alicia M. Karsky is a Client Relationship Manager with Essex Financial in our Farmington office. She has over 17 years of financial services experience. Prior to joining Essex Financial she was a Client Service Associate with Edelman Financial Engines. Alicia maintains her series 6 and 63 securities licenses.
Alicia currently resides in Hartford County CT.
Alicia supports Anthony Russo, Anthony Fortuna, David Donaldson and Nathaniel Morris.
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Lisa B. McMinn
Lisa B. McMinn is the Operations Manager and a Registered Principal with Essex Financial. A 1986 graduate of Southern Connecticut State University, Lisa began her career with Tucker Anthony and RL Day in New Haven, CT, working in various operational capacities. She later became a Registered Sales Assistant with Morgan Stanley in New Haven and Madison. She holds the Series 7, 66 and 24 licenses.
Kathy Miller
Kathy Miller is a Client Relationship Manager with Essex Financial. She graduated from the College of Mt. St. Vincent with a Bachelor of Arts degree. She comes to Essex with over 15 years of experience in the financial industry in a client service role. Kathy holds the Series 7 license.
Kathy has four grown children and two grandchildren and lives in Fairfield, CT.
Kathy supports Sean Flynn and Kevin Nolan in the Southport office.
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Pauline Peterson
Pauline Peterson is a Client Relationship Manager with Essex Financial. She graduated from Bay Path University with a Bachelor of Science degree in Business Management. Pauline has close to 20 years of experience in financial services. Prior to joining Essex Financial, she spent over a decade with Fidelity Investments serving clients in a variety of roles. She holds the FINRA Series 7, 63, 65 securities licenses as well as the State of Connecticut Life Insurance and Variable Contracts Licenses.
Pauline and her husband live in Westbrook, Connecticut.
Pauline supports David LaMay and Bill Tait.
Email PaulineENDURING VALUES WE BRING TO LIFE
CLEAR & INDEPENDENT THINKING
There’s nothing quite as assuring in life as knowing your financial future is in good hands. With Essex Financial as your guide, this feeling of safety and soundness is something our clients come to value.
Stay in Good HandsRELATIONSHIPS BEYOND MONEY
LIFELONG ADVISORS
From the outset, Essex Financial has realized the importance of human interaction in our work. To this day, a key factor for us to match the right advisor to the right client.
THE IMPORTANCE OF HUMAN INTERACTIONFACE-TO-FACE IS THE BEST WAY TO BEGIN
LOCATIONS
We invite you to contact us to arrange a no-obligation introductory conference, at a time that is mutually convenient.
LET'S GET STARTED