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.

Let’s talk

Search results for:

Northeast: New England

Clear All Filters

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West

Austin Minor

Regional Vice President

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

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Manhasset, New York, Radnor, West Hartford

Jackie Steczkowski

Regional Sales Associate

Westport

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Matthew Kelley, CFP®

Financial Planner

Boston – West

Austin Litvak, CFA, CFP®, CAIA®, CBE®

Director, Investment Research

Boston – West

Gabriella Bitar

Estate Plan Strategist

Boston – West

Aileen Deutermann

Operations Manager

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

Celicia Smith

Sr. Client Service Specialist

Boston – West

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Claudia Paluch

Client Service Specialist

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

Eileen Swirsky

Client Service Specialist

Woodbridge

Joel Sciabarrasi

Technology & Operations Specialist

Boston – West

Monica Delsanto

Sr. Client Service Specialist

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

Pamela Greene

Sr. Client Service Specialist

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

Tanya Livingston

Sr. Client Service Specialist

Westport

Ready to get started?

Let’s Talk

Explore More

A person looking at charts and graphs on their computer

Market Commentary

The Greenland Sell-off: Insights From Our CIO

January 26, 2026

Tax Planning

Social Security Wage Base 2026 Increase: Employer Guide

January 19, 2026

Tax Planning

Tax Benefits of Employing Your Children in Your Business

January 15, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7