Meet Our Team

Meet Our Team

Our team will work tirelessly to simplify your financial life. Please don't hesitate to call us if we can be of assistance.

 

Our Advisors

Justin Charise , CFP®

Founding Partner

Office 203-221-5275


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Brittany Maltby

Associate Financial Representative

Office 203-221-5200


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Investment Team

Luke Andriuk , CFA®

Director of Investments

Office 203-221-5326


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Laura M Muniz Godoy

Investment Operations Associate

Office 203-221-5272


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Planning Team

Tom Taylor

Director of Financial Planning

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Relationship Management & Marketing Team

Laurie Trepel

Insurance Operations Associate

Office 203-221-5275


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Christy Charise

Chief Marketing Officer

Office 203-221-5200


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Jessica King

Director of Marketing

Office 203-221-5200


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