Broker Check

Our Team

How We Work

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


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

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

CERTIFIED FINANCIAL PLANNER™ Professional

(860) 258 3830

(860) 218 2899

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

Our Strategic Partners

Our Support Team

Ashley Malec

Ashley Malec

Insurance Operations Coordinator

(860) 258-3855

(860) 218-2899

Susan Wagner

Susan Wagner

Investment Operations Coordinator

(860) 218-2889

(860) 218-2899

Amalia Lee

Amalia Lee

Client Service Coordinator – Personal Assistant to Brian Paquette

860-258-3823

860-218-2899

Emily Myslenski

Emily Myslenski

Client Service Coordinator – Personal Assistant to Brian Bednarz

860-258-3873

Madeleine Flannery

Madeleine Flannery

Client Service Coordinator- Executive Assistant to Justin Podbielski

(860) 380-2664