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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


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 Associate

(860) 218-2889

(860) 218-2899

Amalia Mangiafico

Amalia Mangiafico

Client Service Associate – Personal Assistant to Brian Paquette

860-258-3823

860-218-2899

Emily Myslenski

Emily Myslenski

Client Service Associate – Personal Assistant to Brian Bednarz

860-258-3873

Sara Bates

Sara Bates

Client Service Associate – Personal Assistant to Justin Podbielski

860-258-3869