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Aaron Schroeder, founder of Farmingbury Financial Services, LLC (FFS) has proudly served the central Connecticut area since 1990.

My career in the financial services industry started with John Hancock in 1981 as a licensed life insurance agent.  In 1984 I received my Series 6.  I left John Hancock in 1990, to pursue my own business in the financial services industry.
  
My professional background has allowed me the opportunity to work with my clients in areas of financial, tax, insurance and investment planning.  What I enjoy most about this business is the great relationships & friendships which are developed with our clients.  

Placing client wants, needs & goals at the heart of my work, I take the role of an educator with my clients. Through market analysis and portfolio reviews, I equip clients with the information they need to make informed decisions, helping them pursue their financial goals with more confidence.

I continue my studies by taking courses at The American College, Bryn Mar, PA.  Currently, I have (7) seven parts of my CLU and ChFC designations.  I received my LUTCF designation in September 1987.

I am an Investment Advisory Representative, (IAR) and have an insurance license for life, health, and annuities.

I was born in Brooklyn NY, and moved to Wolcott CT in 1989.  I enjoy working outdoors, golfing, sitting by the pool, and enjoy time with the horses.
  
I serve the community in the following ways: Past President of the Exchange Club of Wolcott, CT, and past Treasurer for the CT District Exchange Clubs.

In addition, I serve as Chairman for the Exchange Club Family Life Foundation of Greater Waterbury CT

I'm married, with two children.  Each year, I look forward to horse racing at Saratoga Springs, NY, where the best thoroughbreds, trainers and jockeys' gather together each summer for great horse racing.



Susan Weretelnik
Administrative Assistant

Susan is an administrative assistant with extensive computer experience, organizational, and management skills. Sue’s previously held positions included, Accounts Payable Coordinator, & Team Leader for the Cash Department. She is presently working for Aaron Schroeder of Farmingbury Financial Services, an investment & insurance service company. As Administrative Assistant, Sue is responsible for computer entry of client data & maintenance of their online and paper files. She reviews all investment & insurance Compliance procedures and makes certain they are current. Annually, she also oversees the distribution of the Letter of Offering, Disclosure Brochure, and Privacy Policy. These sensitive documents have to be precise and she revises as issues are uncovered after vigorous research. Sue also sends all electronic data to the clients that includes, but is not limited to, holiday, birthday, and anniversary e-cards. Also, she selects monthly financial newsletters of current, timely topics to email blast to the clients. In Aaron’s absence, Sue is implemental in coordinating client communications to him and making certain that any forms that are needed for them is accurately submitted to the investment management company.  Most client forms are electronically submitted but some postal mail is also necessary. It is one of the major qualifications of this job that she be, & definitely is, able to multi-task at a moment’s notice. Finally, Sue has excellent interpersonal skills, and capably answers the phone, directs visitors, manages the office, cleans, organizes, and performs general office duties.

Sue graduated cum laude from the former Mattatuck Community College, now Naugatuck Valley Community College, in Waterbury, CT. Sue has 2 associate degrees: Accounting (1989) & Management (1990).

Sue currently resides in Waterbury, Ct. She has 2 beautiful daughters and 4 handsome grandsons, all of whom, she is very proud.  In her spare time, she enjoys time with her family, and friends, traveling, and doing crafts.

 
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