My Team
My team and I strive to understand our clients' financial goals and to provide the right solutions at the right time. My team is very dedicated to thorough follow-up and upholds enthusiasm and professionalism in all aspects of the client relationship.
Shelby Liberman
Office 203-256-2167
Office: (203) 256-2167
Shelby joined our team at the beginning of 2017. She manages all client communication and assists James with any day-to-day office operations. She graduated from Central Connecticut State University with a degree in Art and Marketing. In her spare time, she enjoys hiking with her dog, traveling, and practicing yoga.
Her responsibilities include, but are not limited to:
- Client on-boarding
- Coordinating James schedule
- Assisting with client services
- Servicing existing policies
- Marketing and social media initiatives
