Contact Us

OFFICE LOCATIONS:

340 Hebron Avenue
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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 Jacob Alonzo
Wealth Advisor
ext. 209
Email Jake

 

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


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Melissa Etheridge
Director of Operations
ext.224
Email Melissa

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

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Casey Johnson, CFP®
Paraplanner
ext. 219
Email Casey

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

 

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Monica Page
Chief of Staff
ext. 208
Email Monica

 

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Magdalena Szarejko
Wealth Advisor
ext. 302
Email Magda


 

 

 

 

 

Kevin
 


Kevin Blain
Senior Financial Planning Analyst
ext. 215
Email Kevin

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

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

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

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

 

 

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  Christine Talia
  Private Wealth Relationship Manager
  ext.210
  Email Christine
 

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

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Kathleen Centola
Marketing Director
ext. 202
Email Kathy

 

 

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

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Michael Hannon
Wealth Advisor
ext. 220
Email Mike

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

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Sylvia Maieli
Private Wealth Relationship Manager
ext.225
Email Sylvia

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

 

 

 

 

 

 

 
Nancy Stillman
 

 


Nancy Stillman
Senior Financial Planning Analyst
ext. 216
Email Nancy


 

 

 

 

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Barbara Taylor
Wealth Advisor, Emeritus
ext. 303
Email Barbara