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 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.
Kristin Estep is a Retirement Plan Consultant with Essex Financial Services. She joined Essex Financial Services in March 2014 after working as a licensed Relationship Manager in the Private Client Group at Fidelity Investments. Prior to her experience at Fidelity, Kristin was in the banking industry for ten years. Kristin has extensive client service and sales experience. She currently holds her series 7 and 63 licenses and is a Notary Public.
Cherish L. Genova
Cherish L. Genova is a Registered Principal & Client Relationship Manager with Essex Financial Services in our Farmington Bank program. She has over 13 years of financial services experience & over 10 years of banking experience. Prior to joining Essex Financial Services she was a Registered Sales Assistant at TD Wealth Management. Cherish maintains her series 4, 6, 7, 24, 53, 63, & 65 securities licenses as well as her Life/Variable Annuities/Variable Life insurance license.
Liz Haas is a Client Relationship Manager with Essex Financial Services. 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.
Kimberly LaFrenais is a Client Relationship Manager with Essex Financial Services. She previously spent 6 years at A.G. Edwards, Wachovia Securities and UBS Financial Services in the same role. Kim joined Essex Financial Services where she was able to attain her goal of being part of a service oriented, client-centric financial services firm.
Kimberly holds the Series 7 and 66 securities licenses. She lives in Old Saybrook, CT. with her husband of 40 years, Michael. They have 3 grown children and one grandson.
She enjoys cycling, gardening, and spending time with her family.Email Kim
Meg MacGregor is a Client Relationship Manager at EFS. She has 25 years of experience working in the financial services industry. Meg started her career in 1991 with PaineWebber in Boston, MA. Prior to joining EFS Meg was a Senior Registered Client Associate at Merrill Lynch in New Haven, CT. She has the Series 7, 24, 63 and 66 licenses.
Lisa B. McMinn
Lisa B. McMinn is the Operations Manager and a Registered Principal with Essex Financial Services. 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.
Kathleen S. Montano is a Client Relationship Manager with Essex Financial Services. She has over 20 years of experience working in the financial industry, having started her career in 1994. She is experienced in individual investments and retirement plan services. Kathleen currently holds a Series 7 and Series 63 licenses as well as Connecticut Insurance licenses for both Annuity and Life business.
A lifelong resident of Connecticut, Kathy has lived in Old Saybrook for the past 40 years. She has three married children and five grandchildren. She enjoys the beach, reading, painting, traveling, and spending time with her grandchildren.Email Kathleen
Eric Moreira is a Client Relationship Manager and Registered Principal with Essex Financial Services. He has been in the Financial Services industry since 2008. Prior to joining EFS, Eric worked for Fidelity Investments in a variety of roles including client services, trading, and investment research. Eric holds the FINRA Series 7, 24, 63, 65, and Variable Life Insurance producer licenses. He is a graduate of the University of Hartford.
Jennifer L. Tavella
Jennifer L. Tavella is a Client Relationship Manager with Essex Financial Services. She attended Marist College and began her career in the financial services industry with Morgan Stanley in 2000. Jen joined Essex Financial in 2010. Jennifer holds the Series 7 & 63 securities licenses, and is a Notary Public. Jen is also a founding member of our charitable giving program, EFS Gives Back.