For over 25 years, I've been an active member in my local Connecticut community. I've been deeply involved in youth sports programs, education initiatives, and activities at my church. Professionally, I've served clients with confidentiality and discretion as a trusted advisor, helping them to build and protect their financial futures. I am a graduate of St. Lawrence University, and hold... Read More

Coastal Bridge Advisors is a registered investment advisor dedicated to providing discerning individuals and families with sophisticated advice and highly personalized service. Since opening our firm in 2008, we have remained committed to combining expertise, discipline and extensive industry knowledge with the capabilities and openness of a boutique firm to cultivate productive client relationships with strategies that span generations and... Read More

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity... Read More

AssuredPartners is a full-service insurance brokerage firm providing business insurance, personal insurance, employee benefits, and risk management services to businesses and individuals in your local community. Our experienced and knowledgeable insurance professionals are here to help you understand your insurance options and work with you to find the right insurance coverage for your needs. We are committed to providing our... Read More