…University of New Hampshire’s Peter T Paul College of Business and Economics, Charlie holds the following industry licenses: Series 65, Series 63, Series 7, and Life and Health Insurance. Charlie has been a Certified Financial Planner dating back to 1996, and is a member of the CT Chapter of the Financial Planning Association..

Charlie began his career in 1983 as a registered representative of a NY-based investment firm, and subsequently managed a branch office for the firm in San Jose, California. He returned to Connecticut in 1991 to begin his own independent financial services practice. Since that time, Charlie has been associated with a number of financial planning and asset management firms, and he and his growing team have continued to develop investment strategies that are designed to perform in boom and bust cycles, and to provide wealth management solutions that aim to have a positive impact on the financial futures of the firm’s clients.

Charlie lives with his family in Guilford, Connecticut. He is active in a variety of sports, primarily lacrosse, tennis, and sailing. He is the music director of a men’s contemporary acapella group named the Conn Artists, and is active in a number of musical organizations. In the community, he is a member of the First Congregational Church of Guilford, and has been a mentor in the Guilford Public School system.

…He later developed a passion for providing financial planning and asset management services to individuals and small business owners as the leader of the Westbrook, CT, branch of Edward Jones. While at Edward Jones, he grew a successful practice and refined his process for building well-balanced portfolios and providing impactful planning advice. Ryan earned a degree from the University of Connecticut School of Business and holds Series 7 and 66 securities licenses, and is a member of the CT Chapter of the Financial Planning Association. He has also passed the Level I and II CFA exams. Born and raised in Connecticut, he lives in the Shoreline area with his wife and two daughters. Ryan enjoys coaching youth basketball, playing in a local platform tennis league, staying active, and giving back to his community. 

…a BA in History and minor in Political Science.
Tripp is married and the father of two boys. He lives in Darien, CT, and is active in the community as either a manager or supporter of youth lacrosse, soccer, swimming & water polo, and sailing. Personally, Tripp enjoys competing in softball, swimming, and platform tennis. He is currently on the DePauw University Alumni Board and has served on the Board of Directors of the Greenwich Adult Day Care and the Rocky Point Club of Old Greenwich. Tripp is a member of the First Congregational Church of Darien with his family.

…analysis of market trends that impact portfolio performance and the implementation of investment strategy. Steve began his career in financial services as a Surveillance Analyst on the Boston Stock Exchange, and later became a trader for Dresdner Securities. He moved on to manage the execution services business on the exchange for SG Cowen. Later he helped build a joint venture between Moors and Cabot and BNY. Steve and his family moved to CT where he worked with the founders InfoExchange, a market research retrieval service.  Steve currently lives in Keene, NH, is father of three, and husband to Elsa Worth, the Rector of St. James Episcopal Church in Keene.  Steve enjoys music, motorcycling, and reading.   He holds a B.S. in Economics, class of ’84, from the University of New Hampshire.

…of private ventures. Dave has a unique ability to connect with people and uses this talent to help provide concierge services to meet the needs of our clients. He is dedicated to the growth of our practice, which will serve to improve both our scale and breadth of service. Dave is an active musician/ performer, NY Jets loyalist, and traveler. He and his family live in Fairfield, CT. Dave holds a B.A. in Economics, class of ’84, from The University of New Hampshire’s Whittemore School of Business.

…expertise in advising successful individuals, families and business owners in all lines of insurance. Peter has served on the Agent’s Advisory Council for numerous insurance companies over the years lending his expertise to better serve their mutual clients’ needs. Peter is a licensed Property & Casualty Agent and Broker and a Life & Health Agent. He is a member of. The Society of Certified Insurance Counselors (CIC) through the National Alliance and a Certified Advisor of Personal Insurance (CAPI) through Wharton’s Aresty Institute of Executive Education.