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Kellie Zima

Kellie is a recent new hire with PCI, bringing with her over 15 years of banking and financial services experience. She earned a BS degree in Business Administration and Finance from Cambridge College in Boston. In her free time, Kellie enjoys gardening, hiking, camping and is the co-founder of and organizes Connecticut Women’s Disc Golf.


• Nancy Allen, QPA
• Pam Breglio
• Mike Burton
• Megan Connelly, MSEA, EA, QKA
• Jen Cusatis, CPC, QPA, QKA
• Kathy Doolittle
• Thomas F. Gerchman, ASA, EA, MAAA
• Desirae Gomez
• Michael Gomola, QPA, QKA
• Denise Hill

• Joshua Hill
• Michele Hodge, QKA
• Jack Hurley
• Roberta Hutcher, QKA
• Natalia Iwanczuk
• Amy Mansfield
• Barbara Marzi
• Joan Miller
• Sasha Osbourne

• Janice Potter
• Lisa Sheary
• Kayleigh Smith
• Lynne Smith
• Jeffrey Smullen, QKA
• Lynn Spelman
• Alicia Tavenor
• Donna Ugolik
• Kellie Zima



Teamwork • Compliance • Trust

I am very impressed by the professionalism and high level of expertise, but never a trace of arrogance. Your service has been truly exceptional.

Christine Wilfer, XDS Holdings, Inc.




Farmington CT
Hilton Head SC
Phone: 800-394-4015
Fax: 860-678-8925
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