CALIFORNIA CONSUMER - Key Persons
Carol is the smiling face that warmly greets you when you walk into our office. When Carol joined Liz she was fresh to the industry eager to learn and apply her people skills and enthusiasm to the work ahead. In her role as Client Relations Advocate, she ensures administrative client tasks are done efficiently, reviews are set on the calendars and accounts are established and monitored.
She cares about each client as if they were a part of her own family. Determined to do her best each day for our clients, Carol is the heart of our operation.
Laura joined the team in 2014, assisting Carol to manage the day-to-day functions of the office. In the following years her role expanded to include more client based duties such as preparing reports, scheduling and account related tasks. Also, as our in- house "tech guru" Laura manages website content and social media posts on our Facebook page.
In her role as Client Relations Advocate, Laura tries her absolute best to foster an environment in which each client feels comfortable and well cared for.
In her free time Laura enjoys spending time with her family and friends going to new places, eating delicious foods and trying craft beers.
FACT or FICTION: Laura is deathly afraid of birds.
Liz is an Accredited Investment Fiduciary®, meeting the highest ethical and professional standards in the industry. She has over 40 years of financial experience, having been an insurance executive in actuarial, product development, customer services and information technology. In 2000, she founded Reservoir Financial to help people define, create and implement plans for achieving their financial dreams.
Caring and expertise are at the core of everything she does, including her extensive community involvement. She was Chairman of the Lebanon Board of Finance for many years, served on a Chamber o Commerce committee, chaired the finance committee for the Lebanon Historical Society's Board of Directors and was a Girl Scout leader. Currently, Liz serves on the Planned Giving Committee at the Windham Hospital Foundation. She is an active member of St. Paul's Episcopal Church, serving in leadership roles.
Liz and her husband Joe spend their time outdoors, hiking and kayaking and enjoying the company of family and friends.
FACT or FICTION: Liz has a penchant for handmade unique jewelry.
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Earning her Bachelor's degree in the Science of Business Administration with a concentration in Management, MaCi-Lee graduated from Southern Connecticut University in 2020. Since then, she has been working in the field of banking and is excited to join the Reservoir Financial team.
More than a year ago she became an epilepsy ambassador, working to raise awareness around the varying forms of Epilepsy. This includes engaging heavily in activities centered around familiarizing the public with the condition such as walkathons, and social media promotions.
MaCi-Lee has routinely worked with the Arc of Eastern Connecticut. This non-profit sets out to partner directly with people living with intellectual and developmental disabilities to champion for their equal participation and inclusion in the communities of Eastern Connecticut.
In her free time, she enjoys reading suspenseful books at the beach, hanging out with her chihuahua, and spending time with friends.
FACT or FICTION: No matter where she goes, MaCi-Lee always carries a sudoku book with her.
Phil began his financial services career in 2006 and has been an Investment Advisor Representative with United Planners' Financial Services of America since 2016. He earned a Bachelor of Science in Finance with a minor in Global Business from Virginia Tech in 2006 and the Chartered Retirement Planning Counselor (CRPC®) designation for pre- and post-retirement planning needs in 2008.
A native of Virginia Beach, Virginia, Phil is the son of a retired naval officer. He and his wife Vanna have two children, a daughter, Riva, and a son, Donovan.
Outside of raising a family, Phil finds time to give back to the community by serving as a member with the Knights of Columbus and being active with his church. An avid soccer player, he is the vice president of operations for the North American Sand Soccer Championship, an annual charitable event that is the largest sand soccer tournament in the world. Phil is also a board member for the Hampton Roads Soccer Council and Over Thirty Soccer League (OTSL).
FACT or FICTION: Phil holds a record in competitive axe throwing.
Ralph joined the team in 2015, after 17 years of dedicated service at a regional bank. His commitment to guiding clients to reach financial success is tangible as he is a six - time recipient of the Connecticut Five Star Wealth Manager award. His CERTIFIED FINANCIAL PLANNER™ professional designation helps too.
In today's ever changing financial environment, being properly informed is key. As our resident "nerd," Ralph's always striving to be better informed across all products and platforms in order to help our clients feel secure on their road to retirement.
In Ralph's free time, he enjoys coaching youth basketball in Norwich. He also serves on the Planned Giving Committee for the Windham Hospital Foundation. When he's not setting up drills or sitting at a conference table, you can find him at the beach with his children or enjoying the outdoors.
FACT or FICTION: Ralph loves to cook.
Xerxes brings 18 years of financial planning experience to the team. More than just a CERTIFIED FINANCIAL PLANNER™ professional, he strives to help people reach their long-term financial dreams while living life to the fullest day by day.
A graduate of Old Dominion, Xerxes sits on their Executive Advisory Council to the Strome College of Business and has created a university endowment fund awarding an annual scholarship. He's received many honors for his business and community involvement including Top 40 Under 40 in all of Hampton Roads, VA, and recently, in the inaugural recognition of Old Dominion University Alumni Association's Top 40 Under 40 class.
Xerxes and his fiancee welcomed their first child in December. In his spare time, Xerxes is an avid golfer, fitness addict, and traveler. You can find him on the golf course, hiking up a mountain trail, or eating loads of sushi at one time.
FACT or FICTION: Xerxes is an exceptional karaoke singer.