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Wealth & Tax Management
Independent Advice
Business Consulting

About Us

Lichtenstein Financial has been offering eclectic Wealth Management services for more than 35 years.

Our licensed staff integrates investment management, tax strategies, insurance planning, and comprehensive financial oversight to help our clients attain all of their varied goals.


Brian Lichtenstein

CEO, EA, BFA – Wealth Management & Planning

University of Hartford, MS Accounting
Wesleyan University, BA Economics

TJ Hickey

CFP®, CPFA® - Financial Advisor

Wheaton College, MA Economics

Bill Yeager

CPA – Accounting & Tax

University of Hartford, MS Business
Quinnipiac University, BA Accounting

Christine Lichtenstein

CFO – Insurance


Bruce Katzman


University of New Haven, BS Accounting

Ashley Kelly

Operations Manager

Eastern Connecticut State University, BA

Max Alpert

Financial Services Coordinator

Merrimack College, BA

Leslie Lichtenstein

Bookkeeping, Tax

University of Hartford, BA