Team
Executive Team
Christopher J. Neubert, J.D., CFP®
President, Chief Compliance Officer & Financial Advisor
John Rosenau, CFP®
Vice President, Chief Operating Officer & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, CFP®
Chief Investment Officer & Financial Advisor
Charlie Rocco, JD/MBA, CIMA®
Managing Director & Financial Advisor
Fairfield Team
Christopher J. Neubert, J.D., CFP®
President, Chief Compliance Officer & Financial Advisor
John Rosenau, CFP®
Vice President, Chief Operating Officer & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, CFP®
Chief Investment Officer & Financial Advisor
Sandra Neubert
Vice President, Director of Employee Benefits Planning
Charlie Rocco, JD/MBA, CIMA®
Managing Director & Financial Advisor
Eric Johnson, MBA
Vice President, Business Development & Financial Advisor
Kathy Pangallo
Director of Client and Practice Management
Audrey Tiesler
Director of Employee Benefits Administration, Client Relationship Manager
Avon Team
Hamden/Wallingford Team