Team

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

203-319-3550

[email protected]

John Rosenau, CFP®

Vice President, Chief Operating Officer

203-319-3550

[email protected]

David J. Lincoln, MSFS, ChFC, CLU, CFP^®

Chief Investment Officer

203-319-3550

[email protected]

AJ Kelleher, CFP®

Financial Advisor 

203-319-3550

203-319-3554

Ginnie Thompson, FPQP™

 

Assistant Vice President

203-319-3550 ext. 220

[email protected]

Charlie Rocco, JD/MBA, CIMA^®

Managing Director

203.319.3550 x203

[email protected]

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

203-319-3550

[email protected]

John Rosenau, CFP®

Vice President, Chief Operating Officer

203-319-3550

[email protected]

Reed Ameden, AIF®

Financial Advisor

203-319-3550

[email protected]

David J. Lincoln, MSFS, ChFC, CLU, CFP^®

Chief Investment Officer

203-319-3550

[email protected]

Jason Hyde

Financial Advisor

203-319-3550

[email protected]

Dana S. Preis, ChFC®, RICP®, LUTCF®

Financial Advisor

203-292-0752

[email protected]

Peter Osborne, AIF®

Financial Advisor

860-640-4545

[email protected]

Charlie Rocco, JD/MBA, CIMA^®

Managing Director

203.319.3550 x203

[email protected]

Eric Johnson, MBA

203.319.3550

[email protected]

Scott Langlais, CFP®, RICP®

Financial Advisor

203-319-3550 ext. 124

[email protected]

Scott Flynn, CMFC^®

Financial Advisor

203-319-3550 x117

203-319-3554

[email protected]

John Fortuna, Jr.

Financial Advisor

203-319-3550

[email protected]

Sandra Neubert

Vice President, Director of Employee Benefits Planning

203-319-3550

[email protected]

Brett Matschke

Financial Advisor

203-319-3550

[email protected]

Ginnie Thompson, FPQP™

 

Assistant Vice President

203-319-3550 ext. 220

[email protected]

Trish Dalton

Paraplanner

[email protected]

Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

[email protected]

Tracy Dineen

Director of Client Relationships

203-319-3550 ext. 220

[email protected]

Audrey Tiesler

Director of Employee Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

[email protected]

Jilian Guglielmo

Manager | Client Services

203.319.3550

[email protected]

Chas Del Grosso

Financial Operations Intern

[email protected]

Samantha VanZile

Business Development Intern

[email protected]

Matthew Book

Financial Operations Intern

[email protected]

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

203-319-3550

[email protected]

Jason Hyde

Financial Advisor

203-319-3550

[email protected]

Peter Osborne, AIF®

Financial Advisor

860-640-4545

[email protected]

Sean Kruger

Financial Consultant

[email protected]

AJ Kelleher, CFP®

Financial Advisor 

203-319-3550

203-319-3554

Peter Osborne, AIF®

Financial Advisor

860-640-4545

[email protected]