Broker Check

Our Team

Partners

Anthony Truino, CFP®, RICP®, CPWA®

Anthony Truino, CFP®, RICP®, CPWA®

Senior Financial Planner, Financial Services Executive

(203) 658-1960

(203) 658-1999

Michael Carbino, CFP®, ChFC®, CPWA®

Michael Carbino, CFP®, ChFC®, CPWA®

Senior Financial Planner, Financial Services Executive

(203) 658-1950

(203) 658-1999

John Dougherty, CPA

John Dougherty, CPA

Financial Planner, Financial Services Executive

(203) 227-4775

(203) 658-1999

Kevin McAvoy, CFP®

Kevin McAvoy, CFP®

Senior Financial Planner, Special Care Planner, Financial Services Executive

(203) 658-1973

(203) 658-1999

Richard Toni RICP®

Richard Toni RICP®

Financial Planner, Financial Services Executive

(203) 658-1964

(203) 658-1999

Bryn Doyle RICP®

Bryn Doyle RICP®

Financial Planner, Financial Services Representative

(203) 658-1949

Christopher Zapata

Christopher Zapata

Financial Planner, Financial Services Representative

(203) 658-1948

Christopher Holland

Christopher Holland

Investment Specialist, Financial Services Representative

(203) 658-1962

(203) 658-1999

Support Team

Alisa Olsen

Alisa Olsen

Financial Planning Director

(203) 513-6288

(203) 658-1999

Brendhan McAvoy

Brendhan McAvoy

Client Services Associate

(203) 658-1975

(203) 658-1999

Brittany Jamon

Brittany Jamon

Business Analyst

(203) 658-1995

(203) 658-1999

Chandler Rae

Chandler Rae

Client Services Associate

(203) 658-1969

(203) 658-1999

Dawn DeMaio

Dawn DeMaio

Practice Manager

(203) 658-1959

(203) 658-1999

Kelly Khoury

Kelly Khoury

Financial Planning Coordinator

(203) 513-6373

(203) 658-1999

Matthew Digennaro

Matthew Digennaro

Operations Manager

(203) 658-1971

(203) 658-1999

Shaila Caballero

Shaila Caballero

Client Services Associate

(203) 658-1981

(203) 658-1999