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Our Team

How We Work

Our mission is to create a lasting impact on our clients’ financial stability and the communities we serve. Through our collaborative and consultative process, we strive to deliver holistic advice and financial literacy to allow our clients to achieve financial independence. With integrity and work ethic as our guiding principles, we aim to create an organization that exemplifies industry-leading intellectual capital and capabilities. We aspire to provide clients with an experience that proves continuously worthy of the trust they have placed within our team. Lastly, we strive to position ourselves as passionate leaders that will help shape the next generation of financial planning and afford us the opportunity to become contributing members to the local community that supports our business and families.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Click a Team Member below for more information


Our Strategic Partners

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