Executive Team
Christopher J. Neubert, J.D., CFP®
Managing Partner & Chief Compliance Officer
David J. Lincoln, MSFS, ChFC, CLU, RICP, CFP®
Managing Partner & Chief Investment Officer
Ginnie Thompson, FPQP™
Managing Partner & Financial Planner Qualified Professional
Fairfield Team
Christopher J. Neubert, J.D., CFP®
Managing Partner & Chief Compliance Officer
David J. Lincoln, MSFS, ChFC, CLU, RICP, CFP®
Managing Partner & Chief Investment Officer
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®
Managing Partner & Chief Compliance Officer
Ginnie Thompson, FPQP™
Managing Partner & Financial Planner Qualified Professional
Hamden/Wallingford Team
Shelton Team
