Contact Us

OFFICE LOCATIONS:

148 Eastern Boulevard, Suite 201
PO Box 776
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

​Schedule a Consultation​ 

340-Hebron

Glastonbury office

 

josh crop
 

 

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

 

customImg2@1x
 

 

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

 

customImg4@1x
 

 

 

 

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

 

James-Newman-contact-page
 

 

 

 

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

Jake Headshot
 

 

  Jacob Alonzo
  Associate Paraplanner
  ext. 209
  Email Jake

 

customImg3@1x
 

 

 

 

Kathleen Centola
Marketing Director
ext. 202
Email Kathy

customImg8@1x
 

 

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

 

customImg1@1x
 

 

 

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

 

customImg13@1x
 

 

 

 

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

 

customImg10@1x
 

 

 

 

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

Melissa Headshot
 

 

  Melissa Etheridge
  Director of Operations
  ext.224
  Email Melissa

 

customImg9@1x
 

 

 

 

Melinda Learned
Wealth Management Services Concierge
ext. 207
Email Melinda

customImg7@1x
 

 

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

 

customImg11@1x
 

 

 

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

 

customImg12@1x
 

 

 

 

Steven Draczynski
Wealth Advisor
ext. 415
Email Steve

 

 

Rob P-3 Contact page
 

 

 

   Robert J. Parra
   Associate Paraplanner
   ext. 205
   Email Rob

customImg6@1x

 

 

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

 

Iris-Conner-contact-page
 

 

 

 

Iris Conner
Private Wealth Relationship Manager
ext. 200
Email Iris