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, ext. 265
   Co-Founder and Principal
   Email Joshua 

 

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Dan Heffernan, ext. 203
Wealth Advisor
Email Dan

 

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Kathleen Erickson, ext. 206
Wealth Advisor
Email Kathleen

 

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Kim Skerry, ext. 214
Director of Operations
Email Kim

 

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Kathleen Centola, ext. 202
Marketing Director
Email Kathleen

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    Matthew Somberg, ext. 263
    Co-Founder and Principal
    Email Matthew

 

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Jim DeMartino, ext. 255
Wealth Advisor
Email Jim

 

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Taylor King, ext. 218
Wealth Advisor
Email Taylor

 

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Nicholas Hogrefe, ext. 204
Research Analyst
Email Nicholas

 

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Melinda Learned, ext. 207
Wealth Management Services Concierge
Email Melinda

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Lisa Hurley, ext. 222
Chief Operations Officer
Email Lisa

 

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Ryan Olschefskie, ext. 211
Wealth Advisor
Email Ryan

 

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Steve Draczynski, ext. 415
Wealth Advisor
Email Steve

 

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Kenneth Conte, ext. 220
Paraplanner
Email Kenneth