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.
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.
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.
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 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.
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.