Team
Executive Team
Christopher J. Neubert, J.D., CFP®
President, Chief Compliance Officer & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, CFP®
Chief Investment Officer & Financial Advisor
Charlie Rocco, JD/MBA, CFP®, CIMA®
Managing Director & Financial Advisor
Fairfield Team
Christopher J. Neubert, J.D., CFP®
President, Chief Compliance 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, CFP®, CIMA®
Managing Director & Financial Advisor
Eric Johnson, MBA
Vice President | Business Development & Financial Advisor
Audrey Tiesler
Manager | Client Services & Benefits Administrator
Avon Team
Hamden/Wallingford Team
Shelton Team
