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Our Resources

While there are many bright lines in financial planning, every situation is unique. Our team takes great pride in taking a collaborative approach to constructing our clients’ financial “house”. Our goal is to simplify your current financial position thus increasing portfolio efficiency, work toward establishing and hitting savings goals, educate you on the impact of taxes and market volatility on your financial future, and help you navigate an ever-changing market with our professionally managed portfolios.

Designations

CFP® -Certified Financial Planner Professional


ChFC®—Chartered Financial Consultant


CLU®—-Chartered Life Underwriter


AIF®—Accredited Investment Fiduciary


CASL®—Chartered Advisor for Senior Living


RICP®---Retirement Income Certified Professional


LUTCF®---Life Underwriter’s Training Council Fellow


CLTC®---Certification for Long-Term Care


RHU®---Registered Health Underwriter


Technologies

  • eMoney
  • SalesForce
  • Morningstar
  • Argus
  • Envestnet
  • Wealthscape
  • Box
  • Coverpath
  • Fortuna


External Partners

  • Vanguard
  • BlackRock
  • Fidelity
  • AXA
  • Lincoln Financial Group
  • Brighthouse
  • MetLife
  • MassMutual
  • Jackson National Life
  • Prudential Financial
  • PGIM
  • American Funds
  • Transamerica Corporation
  • Nationwide Mutual Insurance Company
  • Protective Life
  • Lord Abbett
  • Pimco
  • Franklin Templeton
  • Invesco

Our Support Team

Danny Baia

Danny Baia

Team Operations Manager

(860) 380-2666

(860) 218-2899

Ashley Malec

Ashley Malec

Insurance Operations Coordinator

(860) 258-3855

(860) 218-2899

Susan Wagner

Susan Wagner

Personal Marketing Assistant

(860) 218-2889

(860) 218-2899

Lullen Perkins

Lullen Perkins

Client Relationship Coordinator

(860) 258-3823

(860) 218-2899

Wealth Strategies Division

Allison Navak

Allison Navak

Financial Planning Consultant – Individuals & Families

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Brian Parmelee

Brian Parmelee

Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

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

Kathleen Cassidy

Kathleen Cassidy

Vice President, Advanced Markets

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

Thomas Salvo

Thomas Salvo

Senior Financial Planning Consultant - Businesses