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.

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Location: Westport

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Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor, Sr. Director

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

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

Gregg Padilla, CFP®

Sr. Wealth Advisor

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

Nadia Dubowyj, CFP®, CFA, MST, MBA

Wealth Advisor

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

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

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

Roain Saunders, CFP®

Wealth Advisor

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

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

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

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

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

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Jackie Steczkowski

Regional Sales Associate

Westport

Bill Stadler

Financial Planner

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

Aileen Deutermann

Operations Manager

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

Claudia Paluch

Client Service Specialist

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

Monica Delsanto

Manager, Client Service

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

Pamela Greene

Sr. Client Service Specialist

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

Tanya Livingston

Sr. Client Service Specialist

Westport

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