Broker Check

Team

 

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

203-319-3550

[email protected]

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...
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John Rosenau, CFP®

Vice President, Chief Operating Officer

203-319-3550

[email protected]

As a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor 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...
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David J. Lincoln, MSFS, ChFC, CLU, CFP®

Chief Investment Officer

203-319-3550

[email protected]

David is a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor Representative, a Chartered Financial Consultant, and a Chartered Life Underwriter. He attended Boston College for his undergraduate degree and attended...

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John Fortuna, Jr.

Financial Advisor

203-319-3550

[email protected]

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 representative – he primarily works with retirees...
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Reed Ameden, AIF®

Financial Advisor

203-319-3550

[email protected]

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...

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Jason Hyde

Financial Advisor

203-319-3550

[email protected]

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...
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Dana S. Preis, ChFC®, RICP®LUTCF®

Financial Advisor

203-292-0752

[email protected]

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.

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Sandra Neubert

Vice President, Director of Employee Benefits Planning

203-319-3550

[email protected]

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...
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AJ Kelleher, CFP®

Financial AdvisorĀ 

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...
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Peter Osborne, AIF®

Wealth Management Advisor

203- 319-3550

[email protected]

Peter brings 26 years of experience to MONECO Advisors, LLC. He is known for rigorously applying proactive wealth management strategies to the portfolios of his individual investors—with a focus on wealth preservation, risk...

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Brett Matschke

Financial Advisor

203-319-3550

[email protected]

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....

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Scott Langlais, CFP®

Financial Advisor

203-319-3550 ext. 124

[email protected]

Scott Langlais has worked in the financial services industry for over 20 years. He joins MONECO Advisors from Fidelity Investments where he worked as a Vice President, Financial Consultant within the Greenwich, CT branch. A Certified...

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Ginnie Thompson, FPQP™
 

Assistant Vice President

203-319-3550 ext. 220

[email protected]

Ginnie serves as MONECO’s Assistant Vice President, Financial Paraplanner Qualified Professional™, compliance manager, and practice manager. MONECO clients depend on Ginnie for first class client service and her...
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Trish Dalton

Paraplanner

[email protected]

Trish joined MONECO Advisors as the Financial Operations Intern in January of 2017. She quickly discovered her passion for financial planning and decided to pursue a career in the field of wealth management. She graduated from...

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Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

[email protected]

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...
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Tracy Dineen

Director of Client Relationships

203-319-3550 ext. 220

[email protected]

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...

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Audrey Tiesler

Director of Employee Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

[email protected]

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...
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Chas Del Grosso

Financial Operations Intern

[email protected]

Chas is a Finance major along with a minor in Business Analytics attending Fairfield University. Prior to Fairfield he attended Pelham Memorial High School where he was a member of the National Honors Society and captain of the varsity...
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