Bichop J. Nawrot - President
Co-founder of Capital Strategies since 1987. Bichop holds BS and MA degrees from Salem State College and has done post graduate studies at Boston College. He is an original member of the Registry of Financial Planning Practitioners and is a Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® Professional, and a member of the National Association of Stock Plan Professionals. Bichop and his family reside in Bloomfield, Connecticut. firstname.lastname@example.org
Claudia Jacques-Soto - Vice President/Secretary/Treasurer
Co-founder of Capital Strategies since 1987. Claudia received BS and MS degrees from the University of Hartford. She is an original member of the Registry of Financial Planning Practitioners and is a Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® Professional, and Registered Employee Benefits Consultant. Claudia has served on the Professional Advisory Committee for the Hartford Foundation for Public Giving and as a crew leader for the Hartford Area Habitat for Humanity. Claudia and her family reside in Glastonbury, Connecticut. email@example.com
Jennifer D. Barry
Financial Planner and Investment Advisor representative with Capital Strategies. Received an AS in Computer Science from Hartford State Technical College. At Travelers since 1980, served as Information Director for Corporate Finance in 1988. In 1991, President of Executive Financial Services, before joining Capital Strategies in 1998. CERTIFIED FINANCIAL PLANNER® Professional, and Certified in Long Term Care. Jennifer served as Board Member for several organizations including the Financial Planning Association, is Coordinator of the High School Financial Planning Program for FPA in Connecticut, and resides with her family in Bloomfield, Connecticut. firstname.lastname@example.org
William Weissenburger, Jr.
Financial Planner and Investment Advisor Representative with Capital Strategies. Bill holds a BS in Math from Maryville College and an MBA in Finance from Wharton Graduate School, University of Pennsylvania. He is a Chartered Life Underwriter with over 50 years experience in the fields of investments, marketing, and financial planning. Bill and his wife reside in Bloomfield, Connecticut. email@example.com
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