Executive Team
David J. Lincoln, MSFS, ChFC, CLU, RICP, CFP®
Managing Partner & Chief Investment Officer
Ginnie Thompson, FPQP™
Managing Partner & Financial Planner Qualified Professional
Charlie Rocco, JD/MBA, CFP®, CIMA®
Managing Partner & Chief Compliance Officer
New Canaan Team
Fairfield Team
Christopher J. Neubert, J.D., CFP®
Founder & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, RICP, CFP®
Managing Partner & Chief Investment Officer
Charlie Rocco, JD/MBA, CFP®, CIMA®
Managing Partner & Chief Compliance Officer
Eric Johnson, MBA
Financial Advisor & Vice President of Business Development
Sandra Neubert
Vice President, Director of Employee Benefits Planning
Ginnie Thompson, FPQP™
Managing Partner & Financial Planner Qualified Professional
Audrey Tiesler
Manager | Client Services & Benefits Administrator
Avon Team
Christopher J. Neubert, J.D., CFP®
Founder & Financial Advisor
Ginnie Thompson, FPQP™
Managing Partner & Financial Planner Qualified Professional
Hamden/Wallingford Team