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

Sr. Wealth Advisor I

Boston – West

Austin Minor

Regional Vice President

Westport, Fairport, West Hartford, Woodbridge

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

Bill Stadler

Financial Planner

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

Matthew Kelley, CFP®

Financial Planner II

Boston – West

Austin Litvak, CFA, CFP®, CAIA®, CBE®

Director, Investment Research

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, Manhasset, 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 parent having a conversation about saving with their child

Insights

Roth IRA for Kids Explained

September 3, 2025

Insights

A Practical Guide to Higher Education: College Selection and Affordability

August 28, 2025

Insights

How the One Big Beautiful Bill Act Changes Student Loans and Forgiveness

August 27, 2025

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