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

Christopher Zapata

Christopher Zapata

Wealth Management Advisor

(203) 658-1948

(203) 648-9969

Support Team

Brendan Rafalski, CFA®

Brendan Rafalski, CFA®

Team Investment Manager

203-658-1982

203-648-9969

Dawn DeMaio

Dawn DeMaio

Practice Manager

(203) 658-1959

(203) 648-9969

Matthew Digennaro

Matthew Digennaro

Team Operations Manager

(203) 658-1971

(203) 648-9969

Robert McLean

Robert McLean

Team Business Analyst

203-658-1977

203-648-9969

Ryan Hunter

Ryan Hunter

Team Financial Planning Consultant

203-658-1976

203-648-9969

Brittany Jamon

Brittany Jamon

Case Design Coordinator

(203) 658-1995

(203) 648-9969

Shaila Caballero

Shaila Caballero

Client Services Associate

(203) 658-1981

(203) 648-9969