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.

Search results for:

Location: Woodbridge

Clear All Filters

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Cherry Hill, Fairport, Hockessin, Marlboro, Morristown, Radnor, West Hartford, Woodbridge, Hingham

Bennet Thonakkara, CFA®, CPA

Partner

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

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

Matthew Nelsen, CFP®

Wealth Advisor

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

Eileen Swirsky

Client Service Specialist

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

Boston – West, Fairport, Nashua, Old Lyme, Peabody, West Hartford, Westport, Woodbridge, Hingham

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Jacob Cedor

Financial Planner

Naphtalie Germain

Sr. Tax Associate

Ready to get started?

Explore More

Webinars

Medicare Made Simple Webinar

May 8, 2026

Retirement

Electing Roth Treatment for Employer Retirement Plan Contributions

May 7, 2026

Trustee Services

What Is a Trust and When Do You Need One for Your Estate Plan?

May 6, 2026

Continue Browsing