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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Emily Bordeau
Emily Bordeau is a Client Relationship Manager and Registered Principal with Essex Financial. She is a graduate of St. Lawrence University. Emily began her career in 2007 with Infinex Financial Group where she had various operational capacities during her 10 years there. Emily holds the FINRA Series 7, 66, and 24 licenses.
Emily is originally from upstate New York and currently resides in Middletown.
Emily supports Bill Tait and Nate Morris.
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Cherish L. Genova
Cherish L. Genova is a Registered Principal & Client Relationship Manager with Essex Financial 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 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.
Cherish currently resides in Hartford County, CT with her husband, Mark & their many pets.
Cherish supports Anthony Russo, Anthony Fortuna, David Donaldson, Nathaniel Morris, and Adam Brown.
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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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Kimberly LaFrenais
Kimberly LaFrenais is a Client Relationship Manager with Essex Financial. She previously spent 6 years at A.G. Edwards, Wachovia Securities and UBS Financial Services in the same role. Kim joined Essex Financial 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.
Kimberly LaFrenais supports Michael LaRiviere.
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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.
Kathleen Montano
Kathleen S. Montano is a Client Relationship Manager with Essex Financial. 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.
Kathleen supports Clark Sturtevant and Jeb Embree.
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Jill Romer
Jill Romer is a Client Relationship Manager with Essex Financial based in Southport, CT. She began her career with Merrill Lynch where she worked in a variety of operational capacities. Prior to joining Essex Financial, she held the position of Registered Client Service Associate with Herbert J. Sims & Co. Inc. for 15 years.
Jill is a graduate of American University in Washington DC and lives in Stamford, CT. She holds the Series 7 and 63 licenses.
Jill will be supporting Kevin Nolan and Sean Flynn.
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Jennifer L. Tavella
Jennifer L. Tavella is a Client Relationship Manager with Essex Financial. 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.
A lifelong resident of West Haven, Jen resides there with her husband, Jeff, and their children, Jamie and Jacquelyn.
Jen supports David LaMay.
Email JenniferENDURING 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