SaraJane Weinstein

Executive Assistant Investment Adviser

I earned a BE in Engineering Management and a BA in History from Stevens Institute of Technology in New Jersey.  After graduating, I worked at Ford Motor Company's electronics plant in Pennsylvania.  While there, I met and married my husband Jack.  In 2000, we moved from Pennsylvania to Connecticut.  I decided to be a stay-at-home mom until the youngest of our three fabulous boys started kindergarten.

In 2012, I was eager to get back to work and willing to explore a new field.  I was fortunate enough to approach Geoff for financial advice at the same time that he was looking for an assistant.  In 2018, I became a fully credentialed Investment Adviser.  I take great satisfaction in being part of a firm dedicated to helping its clients.

When not in the office or teaching at Temple Beth Sholom's religious school, I am busy keeping up with my boys' diverse interests and activities.

Phone 203-239-5370
Fax 203-239-6537