Patrick is an experienced Financial Advisor specializing in retirement consulting and planning. He focuses on building personal, transparent relationships with each client by providing individualized financial strategies tailored to unique client needs. As a valued advisor, Patrick values compassion, honesty, and patience. He partners with his clients to support their financial freedom and success—creating meaningful, positive changes for them and their families. 

With over 25 years of experience in the financial service industry, Patrick is well-equipped with the tools and resources needed to help clients achieve their financial goals. He began his career as a Vice President at a real estate investment trust. In 2014, he joined KeyBank as a financial planner and was quickly promoted to Private Client Advisor in the trust department. During his time at KeyBank, Patrick honed his ability to simplify complex financial concepts and communicate them clearly to clients and their families. He believes that a healthy sense of competitiveness drives him to continuously improve, stay informed, and deliver a high level of service to those he advises. 

Patrick has been a volunteer coach with the nonprofit Avon-Canton-Farmington Youth Hockey League for over two decades, while also serving as treasurer. His experience coaching youth sports reflects his strong belief in teamwork, discipline, and healthy competition—values he carries into both his professional and personal life. Patrick brings that same drive and focus to his work with clients, always striving for continuous improvement and long-term success. He has also volunteered with the American Red Cross and remains active in local community service, including fostering rescue dogs until they find their forever homes. Patrick enjoys spending time with his rescues, Moses, Sadie, and Quinn. He currently lives in Farmington, CT, with his family. He is a proud father of four and grandfather of six. In his free time, Patrick enjoys landscaping, CrossFit, and mountain climbing—pursuits that further reflect his competitive spirit and love of challenge. 

Kendra is an experienced and knowledgeable financial advisor with a genuine passion for helping clients achieve their financial goals. With more than 20 years of experience in the financial services industry, she specializes in guiding individuals and families through the process of organizing their financial lives and creating comprehensive, holistic plans that align with their long-term objectives. 

Kendra began her career at Advest, Inc. in 1991, which later became part of Merrill Lynch. During her time there, she gained valuable experience working with a wide range of clients and developing tailored investment strategies. In 2012, she joined KeyBank in Manchester, CT, where she continued to grow her practice and deepen her focus on individualized financial planning. After nine successful years with KeyBank, Kendra became part of the New England Retirement Strategies, LLC team, where she continues to serve her clients with care, insight, and dedication. At New England Retirement Strategies, Kendra is committed to building strong, lasting relationships based on trust and personalized service. Her approachable style and attention to detail make her a valued partner to the individuals and families she serves. 

Kendra is a graduate of Northeastern University, where she earned her degree in finance. Outside of work, Kendra is an avid pet enthusiast and enjoys giving back to her community. She lives in West Hartford, CT, with her husband, Thad, and their bull terrier, Harley. In her free time, Kendra enjoys dog-walking, spending time with family and friends, and visiting Cape Cod.

Daniel is a dedicated financial advisor specializing in investment risk management, with a lifelong commitment to helping others achieve financial clarity and confidence. He takes a diligent, client-centric approach to addressing a range of financial concerns.

Daniel began his career as a successful advisor at Merrill Lynch, where he quickly distinguished himself by consistently exceeding performance benchmarks and building strong client relationships. With experience spanning bonds, equities, cash alternatives, long-term care, and other insurance strategies, Daniel simplifies complex topics and eases concerns by empowering his clients to make informed decisions aligned with their goals. He works closely with his team of analysts to stay ahead of market and geopolitical trends, ensuring that each client’s plan remains responsive and relevant. Known for his accessibility and dedication, Daniel works one-on-one with clients to develop and maintain personalized financial strategies that reflect their unique circumstances.

Daniel holds a Bachelor’s degree from the University of Connecticut and a Master’s degree from Johns Hopkins University. He is currently completing his Certified Financial Planner® certification through New York University, further reflecting his commitment to ongoing learning and excellence in his field. Outside the office, Daniel’s drive to serve others is evident in his community involvement. He served as a member of Teach For America, teaching in under-resourced school systems. Daniel lives with his wife, Kayla, and their rescue dog, Echo, and enjoys hiking, fitness, and staying active in his local community.