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, CFA®, CPA

Partner

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

Gregg Padilla Photo

Gregg Padilla, CFP®

Partner

Old Lyme, West Hartford, Westport

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

R Saunders

Roain Saunders, CFP®

Wealth Advisor

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

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

Sr. Wealth Advisor

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

Thomas J Britt

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

Sr. Wealth Advisor

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

Aileen Deutermann - Operations Manager

Aileen Deutermann

Manager, Client Service

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

Claudia Paluch

Claudia Paluch

Client Service Specialist

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

Monica Delsanto

Monica Delsanto

Sr. Client Service Specialist

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

P Greene

Pamela Greene

Sr. Client Service Specialist

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

Austin Minor

Austin Minor

Regional Vice President

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Jackie Steczkowski

Regional Sales Associate

Michael Malloy

Financial Planner

Westport, Old Lyme, Woodbridge

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