Our licensed staff integrates investment management, tax strategies, insurance planning, and comprehensive financial oversight to help our clients attain all of their varied goals.
University of Hartford, MS Accounting
Wesleyan University, BA Economics
Wheaton College, MA Economics
University of Hartford, MS Business
Quinnipiac University, BA Accounting
Bryant University, MPA
BS in Business Administration
Eastern Connecticut State University, BA
Merrimack College, BA
Southern New Hampshire University, BS