Anna manages all daily service and communications aspects for Shiman Partner’s clients. She and Joe meet daily to sync up on their plan of action to best execute their client’s short-term needs and long-term goals.

An MBA who relocated from Boston, Anna has over twelve years of experience in investment management client service and operations support at Cambridge Associates and BNY Mellon.   She holds her Series 7 and 66 securities registrations as well as her insurance and annuities license.

Anna’s organization, attention to detail, industry experience and technology proficiency make her a stand out in the client service industry. Most importantly, her genuine desire to help is apparent the first time you speak with her.  She lives in Canton with her husband and two children and when not at work, enjoys walking her two black labs, cheering her kids on in gymnastics and soccer, and planning her family’s next home improvement project.  

Robin holds a degree in business administration from the University of Connecticut. She supervises all registered representatives and investment advisers through Georgetown Financial which is the regional OSJ Branch Manager for Shiman Partners under Cetera Advisor Networks. As a committed specialist, Robin is immersed in bringing the highest level in integrity to client experience.

Helen has more than 20 years of experience in the financial services industry, primarily focused on marketing communications and relationship management. She works at Georgetown Financial, the regional OSJ for Shiman Partners and helps with marketing initiatives and client communications. Helen has a handle on the newest releases that bring the most value and education to our clients.

When you enter the Regus building on 15 North Main Street, Marie and Larry will be there to greet you and notify me of your arrival. They are community coordinators, helping to manage the space, ensure a professional environment and can even assist you with ideas on great spots to grab dinner in West Hartford Center and Blue Back.

*Mary Arzu and Larry Winnick not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Mary or Larry is no way related to Cetera Advisor Networks LLC or its registered representatives.

As an invitation only, 50-year legacy professional group, The Alpha Study Group stands on its own as a planning group of some of the nations most experienced financial professionals.  Collaboration occurs continuously, as this team draws on each other as they “stress test” popular planning platforms, education topics and investment & risk management programs available today.  We share our best ideas, habits and research practices in the spirit of growing from each other.  This purely genuine comradery stems from the desire to achieve the level of your group peers to deliver exactly what your clients deserve – the very best!