Contact Us

OFFICE LOCATIONS

41 East Main Street
Avon, CT 06001

​Driving Directions ​ 

Josh

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

Email Josh

340 Hebron Avenue
Glastonbury, CT 06033

​Driving Directions​

 

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​Schedule a Consultation ​ 

     

15 Chesterfield Road, Suite 205
East Lyme, CT 06333

​Driving Directions ​ 

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

Email Matt

Jake Headshot 

Jacob Alonzo
Wealth Advisor
ext. 209
Email Jake

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

Melissa Headshot

Melissa Etheridge
Chief Operating Officer 
ext.224
Email Melissa

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

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Melinda Learned
Private Wealth Relationship Manager
ext. 207
Email Melinda

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

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Monica Page
Chief of Staff
ext. 208
Email Monica

Nancy Stillman

Nancy Stillman
Senior Financial Planning Analyst
ext. 216

Email Nancy

 

 

 

 

 

 

 

 

 

Kevin

Kevin Blain
Senior Financial Planning Analyst

ext. 215
Email Kevin

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

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

nicholas hogrefe

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

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Sylvia Maieli 
   Private Wealth Relationship Manager
   ext.225
   Email Sylvia 

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Sally Norton
Human Resources Manager
ext.222
Email Sally

 

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Magdalena Szarejko
Wealth Advisor
ext. 302
Email Magda

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

Michael Eruzione
Marketing Manager
 ext. 205
Email Mike

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Michael Hannon CFP®
Wealth Advisor
ext. 220
Email Mike

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Casey Johnson, CFP®
Paraplanner
ext. 219
Email Casey

Dave 4x6

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

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

Kim

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

barbara-taylor

Barbara Taylor
  Wealth Advisor, Emeritus
  ext. 303

  Email Barbara