Contact Us

OFFICE LOCATIONS:

340 Hebron Avenue
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​ 

1.7.21 rotary
 

 

Glastonbury office

 

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

 

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Barbara Taylor
Financial Consultant
ext. 303
Email Barbara

 

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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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Magdalena Szarejko
Wealth Advisor
ext. 302
Email Magda

 

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

 

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Melissa Etheridge
Director of Operations
ext.224
Email Melissa

 

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Melinda Learned
Private Wealth Relationship Manager
ext. 207
Email Melinda

 

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Allison Purdue
Financial Services Assistant
est. 210
Email Allison

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

 

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Daniel Heffernan, RICP®, AIF®
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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 Jacob Alonzo
Wealth Advisor
ext. 209
Email Jake

 

Kevin
 

 

Kevin Blain
Senior Financial Planning Analyst
ext. 215
Email Kevin

 
 

 

 

Kim
 

 

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

 

 

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

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

 

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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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Michael Hannon
Wealth Advisor
ext. 220
Email Mike

 

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

 

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Monica Page
Chief of Staff
ext. 208
Email Monica

 

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Kathleen Centola
Marketing Director
ext. 202
Email Kathy

 

 

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Sylvia Maieli
Private Wealth Relationship Manager
ext.225
Email Sylvia