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
University of New Haven, BS Accounting
Eastern Connecticut State University, BA
Merrimack College, BA
University of Hartford, BA