Broker Check

Meet Our Collaborators

Robin Condon

OSJ Compliance & Supervision Manager

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 Taylor

Chief Marketing Officer

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.

Amy Kizer

Operations Manager

Amy Kizer has spent her career supporting firms and managers with human resources and hiring decisions. Amy had 15 years of broad HR experience, with 5 of those being dedicated to financial services roles, before she joined a mid-size independent broker/dealer as part of the HR team and eventually co-founded TalentLink Solutions.  Amy has spent the last 6 years exclusively supporting independent financial advisors.

Amy is the #1 fan to her two kids and their sporting events. She’s most often freezing in an ice rink or baking in the sun at a horse stable. When they can find free time, the family can be found at the beach.

Marie Arzu* and Larry Winnick*

Office Relations

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.

Alpha Study Group

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!