Broker Check

Team

 

Fairfield Team

John Rosenau

John Rosenau, CFP®

Vice President, Chief Operating Officer

203-319-3550

Sandra Neubert

Sandra Neubert

Vice President, Director of Employee Benefits Planning

203-319-3550

Kathy Pangallo

Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

Audrey Tiesler

Audrey Tiesler

Director of Employee Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

Chas Del Grosso

Chas Del Grosso

Financial Operations Intern

Samantha VanZile

Business Development Intern

Matthew Book

Financial Operations Intern

Hamden Team

AJ  Kelleher

AJ Kelleher, CFP®

Financial AdvisorĀ 

203-319-3550

203-319-3554

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