Contact Us

OFFICE LOCATIONS:

340 Hebron Avenue
Glastonbury, CT 06033
Driving Directions

41 East Main Street
Avon, CT 06001
Driving Directions

15 Chesterfield Road, Suite 205
East Lyme, CT 06333
Driving Directions

TELEPHONE:
(860) 430-9104

FAX:
(860) 430-9120

340-Hebron

Glastonbury office

 

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   Joshua Gottfried, CFP®, AIF®
   Co-Founder and Principal
   ext. 265
   Email Josh 

 

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Daniel Heffernan, RICP®
Wealth Advisor
ext. 203
Email Dan

 

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Kathleen Erickson, RICP®
Wealth Advisor
ext. 206
Email Kathy

 

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James Newman, CFA, CFP®
Wealth Advisor
ext. 221
Email Jim

 

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Kim Skerry, LTCP
Director of Operations
ext. 214
Email Kim

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    Matthew Somberg, AIF®,  CLTC®
    Co-Founder and Principal
    ext. 263
    Email Matt

 

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James DeMartino, CFP®
Wealth Advisor
 ext. 255
Email Jim

 

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Taylor King, CFP® 
Wealth Advisor
 ext. 218
Email Taylor

 

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Nicholas Hogrefe, CFA, CFP®
Senior Research Analyst
ext. 204
Email Nick

 

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Iris Conner
Private Wealth Relationship Manager
ext. 200
Email Iris

 

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Melinda Learned
Wealth Management Services Concierge
ext. 207
Email Melinda

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Lisa Hurley, CFP®
Chief Operations Officer
ext. 222
Email Lisa

 

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Ryan Olschefskie, RICP®
Wealth Advisor
ext. 211
Email Ryan

 

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Steven Draczynski
Wealth Advisor
ext. 415
Email Steve

 

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Kenneth Conte, CFP®, CRPC®
Paraplanner
ext. 220
Email Ken

 

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Kathleen Centola
Marketing Director
ext. 202
Email Kathy