Team

Executive Team

Christopher Neubert

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

[email protected]

John Rosenau

John Rosenau, CFP®

Vice President, Chief Operating Officer

[email protected]

David Lincoln

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

Chief Investment Officer

[email protected]

Ginnie Thompson

Ginnie Thompson, FPQP™

Assistant Vice President

203-319-3550 ext. 220

[email protected]

AJ Kelleher

AJ Kelleher, CFP®

Financial Advisor

203-319-3554

Charlie Rocco

Charlie Rocco, JD/MBA, CIMA^®

Managing Director

203.319.3550 x203

[email protected]

Fairfield Team

John Rosenau

John Rosenau, CFP®

Vice President, Chief Operating Officer

[email protected]

Christopher Neubert

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

[email protected]

Reed Ameden

Reed Ameden, AIF®

Financial Advisor

[email protected]

Jason Hyde

Jason Hyde

Financial Advisor

[email protected]

David Lincoln

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

Chief Investment Officer

[email protected]

Sandra Neubert

Sandra Neubert

Vice President, Director of Employee Benefits Planning

[email protected]

Dana Preis

Dana S. Preis, ChFC®, RICP®, LUTCF®

Financial Advisor

[email protected]

Ginnie Thompson

Ginnie Thompson, FPQP™

Assistant Vice President

203-319-3550 ext. 220

[email protected]

Kathy Pangallo

Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

[email protected]

Audrey Tiesler

Audrey Tiesler

Director of Employee Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

[email protected]

Tracy Dineen

Tracy Dineen

Director of Client Relationships

203-319-3550 ext. 220

[email protected]

John Fortuna

John Fortuna, Jr.

Financial Advisor

[email protected]

Peter Osborne

Peter Osborne, AIF®

Financial Advisor

[email protected]

Brett Matschke

Brett Matschke

Financial Advisor

[email protected]

Scott Langlais

Scott Langlais, CFP®, RICP®

Financial Advisor

203-319-3550 ext. 124

[email protected]

Trish Dalton

Trish Dalton

Paraplanner

[email protected]

Charlie Rocco

Charlie Rocco, JD/MBA, CIMA^®

Managing Director

203.319.3550 x203

[email protected]

Eric Johnson

Eric Johnson, MBA

[email protected]

Jillian Guglielmo

Jilian Guglielmo

Manager | Client Services

[email protected]

Scott Flynn, CMFC^®

Financial Advisor

203-319-3550 x117

203-319-3554

[email protected]

Colleen Galushko

Colleen Galushko

Financial Planner

[email protected]

Jason Hsieh

Jason Hsieh

Business Development Intern

Srihita Mediboina

Financial Operations Intern

Dan Maffucci

Financial Operations Intern

Avon Team

Christopher Neubert

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

[email protected]

Jason Hyde

Jason Hyde

Financial Advisor

[email protected]

Peter Osborne

Peter Osborne, AIF®

Financial Advisor

[email protected]

Sean Kruger

Sean Kruger

Financial Advisor

[email protected]

Hamden Team

AJ Kelleher

AJ Kelleher, CFP®

Financial Advisor

203-319-3554

Colleen Galushko

Colleen Galushko

Financial Planner

[email protected]

Jillian Guglielmo

Jilian Guglielmo

Manager | Client Services

[email protected]

Peter Osborne

Peter Osborne, AIF®

Financial Advisor

[email protected]

Client Experience Team

Audrey Tiesler

Audrey Tiesler

Director of Employee Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

[email protected]

Ginnie Thompson

Ginnie Thompson, FPQP™

Assistant Vice President

203-319-3550 ext. 220

[email protected]

Jillian Guglielmo

Jilian Guglielmo

Manager | Client Services

[email protected]

Kathy Pangallo

Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

[email protected]

Tracy Dineen

Tracy Dineen

Director of Client Relationships

203-319-3550 ext. 220

[email protected]

Trish Dalton

Trish Dalton

Paraplanner

[email protected]

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