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 Founder

Justin Charise , CFP®

Founding Partner

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Planning Team

Tom Taylor

Director of Financial Planning

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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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Relationship Management & Marketing Team

Laurie Trepel

Insurance Operations Associate

Office 203-221-5275


Email

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Christy Charise

Chief Marketing Officer

Office 203-221-5200


Email

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