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

 

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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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   Robert J. Parra
   Associate Paraplanner
   ext. 205
   Email Rob

 

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Kathleen Centola
Marketing Director
ext. 202
Email Kathy

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

 

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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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Iris Conner
Private Wealth Relationship Manager
ext. 200
Email Iris