Broker Check

Our Team

Partners

Anthony Truino, CFP®, RICP®, CPWA®

Anthony Truino, CFP®, RICP®, CPWA®

Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ professional

(203) 658-1960

(203) 648-9969

Michael Carbino, CFP®, ChFC®, CPWA®

Michael Carbino, CFP®, ChFC®, CPWA®

Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ professional

(203) 658-1950

(203) 648-9969

John Dougherty, CPA

John Dougherty, CPA

Wealth Management Advisor

(203) 227-4775

(203) 648-9969

Kevin McAvoy, CFP®

Kevin McAvoy, CFP®

Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ professional | Special Care Planner

(203) 658-1973

(203) 648-9969

Richard Toni RICP®

Richard Toni RICP®

Wealth Management Advisor

(203) 658-1964

(203) 648-9969

Bryn Doyle RICP®

Bryn Doyle RICP®

Wealth Management Advisor

(203) 658-1949

(203) 648-9969

Christopher Zapata

Christopher Zapata

Wealth Management Advisor

(203) 658-1948

(203) 648-9969

Christopher Holland

Christopher Holland

Wealth Management Advisor | Investment Specialist

(203) 658-1962

(203) 648-9969

Support Team

Alisa Olsen

Alisa Olsen

Business Analyst

(203) 513-6288

(203) 648-9969

Brendhan McAvoy

Brendhan McAvoy

Client Services Associate

(203) 658-1975

(203) 648-9969

Brittany Jamon

Brittany Jamon

Business Analyst

(203) 658-1995

(203) 648-9969

Chandler Rae

Chandler Rae

Client Services Associate

(203) 658-1969

(203) 648-9969

Dawn DeMaio

Dawn DeMaio

Practice Manager

(203) 658-1959

(203) 648-9969

Kelly Khoury

Kelly Khoury

Financial Planning Coordinator

(203) 513-6373

(203) 648-9969

Matthew Digennaro

Matthew Digennaro

Team Operations Manager

(203) 658-1971

(203) 648-9969

Shaila Caballero

Shaila Caballero

Client Services Associate

(203) 658-1981

(203) 648-9969