Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Nina Hernandez

Nina Hernandez

Sr. Client Service Specialist

Owen Good

Client Service Specialist

Pamela Brown

Pamela Brown

Client Service Specialist

P Greene

Pamela Greene

Sr. Client Service Specialist

West Hartford, Woodbridge, Old Lyme, Westport, Burlington, Nashua, Peabody

Patricia (Patsy) Goodrich

National Client Service Specialist

Paul Gustafson

Paul Gustafson

Client Service Specialist

Piper Baker

Piper Baker

Client Service Specialist

Rachel-Gandham

Rachel Gandham

Client Service Specialist

Lexington, Louisville

Rasheed Jarmon

Client Service Specialist

Rebecca Upton

Sr. Client Service Specialist

Renalyn Benner

Sr. Client Service Specialist

Riley Baer - Client Service Specialist

Riley Baer

Client Service Specialist

LA-Century City

Riley Wank

Riley Wank

Client Service Specialist

Rishi Syal

Client Service Specialist

Robin Drummond

Client Service Specialist

Robyn Elliott

Robyn Elliott

National Client Service Specialist

Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist

Rubi Contreras Image

Rubi Contreras

Manager of Operations

Russ Johnson

Russ Johnson

Client Service Specialist

Salem Baqalaql

Client Service Specialist

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