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

1.7.21 rotary
 

 

Glastonbury office

 

josh crop



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

Jake Headshot

 

 Jacob Alonzo
Wealth Advisor
ext. 209
Email Jake

 

customImg1@1x

 

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


Melissa Headshot

 


Melissa Etheridge
Director of Operations
ext.224
Email Melissa

customImg2@1x

 

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

C Johnson reduced size
 

 


Casey Johnson, CFP®
Paraplanner
ext. 219
Email Casey

Dave 4x6
 



David Mitchell, CFA
Senior Investment Analyst
ext. 213
Email David

 

Monica 4x6
 


 

Monica Page
Chief of Staff
ext. 208
Email Monica

 

magda szarejko

 

 

Magdalena Szarejko
Wealth Advisor
ext. 302
Email Magda


 

 

 

 

 

Kevin
 


Kevin Blain
Senior Financial Planning Analyst

ext. 215
Email Kevin

customImg12@1x
 

 

Steven Draczynski, AIF®
Wealth Advisor
ext. 415
Email Steve

Rita 4x6

 

Rita L. Ferreri
Private Wealth Relationship Manager
ext. 301
Email Rita

nicholas hogrefe

 

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

customImg9@1x

 


Melinda Learned
Private Wealth Relationship Manager
ext. 207
Email Melinda

James-Newman-contact-page


 

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

Kim
 



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

 

 

C. Talia Headshot-cropped-2
 

 

  Christine Talia
  Private Wealth Relationship Manager
  ext.210
  Email Christine

 

customImg8@1x

 

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

customImg3@1x



Kathleen Centola
Marketing Director
ext. 202
Email Kathy

 

 

Kathy-E-Headshot-Cropped
 

 

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

Mike 4x6

 

Michael Hannon
Wealth Advisor
ext. 220
Email Mike

customImg7@1x

 

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

Sylvia 4x6



Sylvia Maieli
Private Wealth Relationship Manager
ext.225
Email Sylvia

customImg11@1x

 

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

 

 

 

 

 

 

 
Nancy Stillman
 

 


Nancy Stillman
Senior Financial Planning Analyst
ext. 216

Email Nancy


 

 

 

 

barbara-taylor
 

 

Barbara Taylor
Wealth Advisor, Emeritus
ext. 303

Email Barbara