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​ 

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Glastonbury office

 

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

 

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Terran R. Titus, CFP®
Senior Wealth Advisor
ext. 300
Email Terran

 

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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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Robert J. Parra
Financial Planning Analyst
ext. 205
Email Rob

 

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

 

magda szarejko

 

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

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

 

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Barbara Taylor
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

 

magda szarejko

 

Magdalena Szarejko
Senior Financial Planning Analyst
ext. 302
Email Magda

 

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 Jacob Alonzo
Financial Planning Analyst
ext. 209
Email Jake

 

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Kathleen Centola
Marketing Director
ext. 202
Email Kathy

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

 

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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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Michael Hannon
Senior Financial Planning Analyst
ext. 220
Email Mike

 

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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