Team Christopher J. Neubert, J.D., CFP® President, Chief Compliance Officer 203-319-3550 email@example.com Since he founded MONECO Advisors in 1980, Chris has built one of the most respected, boutique financial planning and portfolio management firms in the region. He has focused his efforts on developing close, personal relationships with... Read more John Rosenau, CFP® Vice President, Chief Operating Officer 203-319-3550 firstname.lastname@example.org As a Certified Financial Planner™ and investment representative, John chooses to work with a highly selective group of clients who require a special level of personal service. His clients tend to be executives, small business owners,... Read more David J. Lincoln, MSFS, ChFC, CLU, CFP® Chief Investment Officer 203-319-3550 David.Lincoln@lpl.com David is a Certified Financial Planner™ Professional and Investment Advisor Representative, a Chartered Financial Consultant and a Chartered Life Underwriter. A graduate of Boston College, he has completed the Master of Science degree... Read more John Fortuna, Jr. Financial Advisor 203-319-3550 email@example.com John began working in the financial services industry in 1968 and has successfully managed client relationships and wealth for the last 49 years. Currently, John is a Registered Investment Advisor – he primarily works with... Read more Reed Ameden, AIF Financial Advisor 203-319-3550 firstname.lastname@example.org Reed began working in financial services in 1988 and joined MONECO in 1995 creating custom financial plans for individuals. Reed specializes in small-to-medium sized Retirement Plan consulting – helping clients understand and adapt to... Read more Jason Hyde Financial Advisor 203-319-3550 email@example.com Jason Hyde has been a Financial Advisor since 2002. He has previously worked at leading financial services firms such as Wells Fargo Bank and Oppenheimer and Company. He joined MONECO in 2015. As a Financial Advisor at MONECO, Jason... Read more Dana S. Preis, CFS®, CLTC, ChFC®, LUTCF Financial Advisor 203-292-0752 firstname.lastname@example.org Dana Preis has been serving the financial planning and insurance needs of his clients since 1999. He specializes in comprehensive financial planning for business owners, families with children, and retirees. Dana has in-depth... Read more Sandra Neubert Vice President, Director of Employee Benefits Planning 203-319-3550 email@example.com Sandra consults with small- and medium-sized companies on Employee Benefits Planning as well as holds a Registered Representative examination with LPL Financial. She annually reviews all of MONECO clients’ health, life, disability, and... Read more AJ Kelleher Investment Advisor CFP® 203-319-3550 203-319-3554 AJ Kelleher brings 17 years of financial planning and investment management experience to MONECO Advisors, LLC. Prior to joining MONECO, AJ was a partner at Connecticut Financial Group and previously worked for Merrill Lynch.As a... Read more Peter Osborne Investment Advisor 203- 319-3550 firstname.lastname@example.org Peter brings 26 years of experience to MONECO Advisors, LLC. He is know for rigorously applying proactive wealth management strategies to the portfolios of his individual investors—with a focus on wealth preservation, risk... Read more Brett Matschke Investment Advisor 203-319-3550 email@example.com Brett brings 30 years of financial industry experience to MONECO Advisors, LLC. Prior to joining MONECO, Brett was a Managing Director with Connecticut Financial Group, operated his own firm for over a decade and worked for A.G.... Read more Ginnie Thompson, Registered Paraplanner™ Assistant Vice-President 203-319-3550 ext. 220 firstname.lastname@example.org Ginnie serves as MONECO’s Assistant Vice President, Director of Client Relationships, compliance manager, and practice manager. MONECO clients depend on Ginnie for first class client service and her encyclopedia knowledge of almost... Read more Kathy Pangallo Director of Client and Practice Management 203-319-3550 ext. 220 email@example.com Kathy joined the MONECO team in 2005 and provides key support to MONECO clients as our front line administrator. She manages client communications, MONECO’s key information database, and appointment calendar – enabling the firm to... Read more Tracy Dineen Director of Client Relationships 203-319-3550 ext. 220 firstname.lastname@example.org Since joining MONECO Advisors in 2010, Tracy has been providing personalized support and services for our clients. She specializes in account management, issues such as money distributions from accounts, and registration of new... Read more Audrey Tiesler Director of Benefits Administration, Client Relationship Manager 203-319-3550 ext. 220 email@example.com Audrey has been with MONECO as Employee Benefits Assistant for many years. She has extensive background in the business industry, both in finance and health benefits. She specializes in client health, life, disability, and 401(k) plans... Read more Marco Congello Managing Intern Konstantin Suvorov Financial Intern Riley Thompson Project Management Intern Have a Question? Name Email Question Thank you! Oops!