Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Allison Navak

Allison Navak

Financial Planning Consultant – Individuals & Families

Amalia Lee

Amalia Lee

Client Service Coordinator – Personal Assistant to Brian Paquette

860-258-3823

860-218-2899

Ashley Malec

Ashley Malec

Insurance Operations Coordinator

(860) 258-3855

(860) 218-2899

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Brian Parmelee

Brian Parmelee

Vice President, Risk Management

Brian T. Bednarz LUTCF

Brian T. Bednarz LUTCF

Financial Services Executive

(860) 258-3817

(860) 218-2899

Daniel J. Champagne CFP®, ChFC®, CASL®, CLU®, CEPA, RICP®, LUTCF®

Daniel J. Champagne CFP®, ChFC®, CASL®, CLU®, CEPA, RICP®, LUTCF®

Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professional

(860) 895-6331

(860) 218-2899

Emily Myslenski

Emily Myslenski

Client Service Coordinator – Personal Assistant to Brian Bednarz

860-258-3873

Greg Wachter

Greg Wachter

Vice President, Risk Management

Jared  Hill

Jared Hill

Financial Planner | Investment Advisor Representative

(860) 258-3875

Jeremy  Hus MSFS, CFP®, ChFC®, CASL®, CLU®

Jeremy Hus MSFS, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman MBA, CIMA®

John Foreman MBA, CIMA®

Vice President, Investments

Justin Podbielski CFP®, CLU®, CASL®, LUTCF

Justin Podbielski CFP®, CLU®, CASL®, LUTCF

CERTIFIED FINANCIAL PLANNER™ Professional

(860) 258 3830

(860) 218 2899

Kathleen Cassidy

Kathleen Cassidy

Vice President, Advanced Markets

Luke  Grabowski

Luke Grabowski

Financial Advisor | Investment Advisor Representative

(860) 218-6620

Madeleine Flannery

Madeleine Flannery

Client Service Coordinator- Executive Assistant to Justin Podbielski

(860) 380-2664

Matthew Teel CFP®, CLU®

Matthew Teel CFP®, CLU®

Senior Vice President

Natalina DeMeis

Natalina DeMeis

Vice President, Business Development

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Susan Wagner

Susan Wagner

Investment Operations Coordinator

(860) 218-2889

(860) 218-2899

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.