OFFICE LOCATIONS
41 East Main Street
Avon, CT 06001
340 Hebron Avenue
Glastonbury, CT 06033
15 Chesterfield Road, Suite 205
East Lyme, CT 06333
Jacob Alonzo
Wealth Advisor
ext. 209
Email Jake
Steven Draczynski, AIF®
Wealth Advisor
ext. 415
Email Steve
Melissa Etheridge
Chief Operating Officer
ext.224
Email Melissa
Daniel Heffernan, AIF®, RICP®
Wealth Advisor
ext. 203
Email Dan
Melinda Learned
Private Wealth Relationship Manager
ext. 207
Email Melinda
James Newman, CFA, CFP®
Wealth Advisor
ext. 221
Email Jim
Monica Page
Chief of Staff
ext. 208
Email Monica
Nancy Stillman
Senior Financial Planning Analyst
ext. 216
Email Nancy
Kevin Blain
Senior Financial Planning Analyst
ext. 215
Email Kevin
Kathleen Erickson, RICP®
Wealth Advisor
ext. 206
Email Kathy
Rita L. Ferreri
Private Wealth Relationship Manager
ext. 301
Email Rita
Nicholas Hogrefe, CFA, CFP®
Senior Investment Analyst
ext. 204
Email Nick
Sylvia Maieli
Private Wealth Relationship Manager
ext.225
Email Sylvia
Sally Norton
Human Resources Manager
ext.222
Email Sally
Stephanie Pandora
Wealth Management Receptionist
ext. 200
Email Stephanie
Magdalena Szarejko
Wealth Advisor
ext. 302
Email Magda
James DeMartino, CFP®
Wealth Advisor
ext. 255
Email Jim
Michael Eruzione
Marketing Manager
ext. 205
Email Mike
Michael Hannon CFP®
Wealth Advisor
ext. 220
Email Mike
Casey Johnson, CFP®
Paraplanner
ext. 219
Email Casey
David Mitchell, CFA
Senior Investment Analyst
ext. 213
Email David
Ryan Olschefskie, AIF®, RICP®
Wealth Advisor
ext. 211
Email Ryan
Kim Skerry, LTCP
Director of Administration
ext. 214
Email Kim
Barbara Taylor
Wealth Advisor, Emeritus
ext. 303
Email Barbara