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:

Northeast: New England

Clear All Filters

Monica Delsanto

Monica Delsanto

Manager, Client Service

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

P Greene

Pamela Greene

Sr. Client Service Specialist

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

Tanya Livingston - Sr. Client Service Specialist

Tanya Livingston

Sr. Client Service Specialist

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing