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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us
Brian J. Waddell, RICP®, AIF®

Brian J. Waddell RICP®, AIF®

Retirement Income Specialist, Wealth Management Advisor

(860) 313-4857

(860) 521-2251

Additional Resources

Abigale Shields

Abigale Shields

Co-Director of Financial Planning

Herbert K.  Daroff, JD*, CFP®, AEP®

Herbert K. Daroff, JD*, CFP®, AEP®

Director- Estate and Business Planning

Jason Boureau, CLU®, CHFC

Jason Boureau, CLU®, CHFC

Advanced Markets Director

Jennifer Shea, JD*, MBA, CFP®

Jennifer Shea, JD*, MBA, CFP®

Financial Planning Director