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: Woodbridge

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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®, MBA

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

Relationship Manager

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

Eileen Swirsky

Service Operations Associate

Monica Delsanto

Monica Delsanto

Relationship Manager

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

P Greene

Pamela Greene

Relationship Manager

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

Michael Malloy

Financial Planner

Westport, Old Lyme, Woodbridge

Naphtalie Germain

Sr. Tax Associate

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