How We Work
We work in partnership with our clients as stewards of their financial futures. Long term relationships that encourage open and honest communication are the cornerstone of our success. We begin by learning as much as we can about your financial profile, identifying your goals and dreams, and understanding your tolerance for risk. On the basis of this information, we develop a thorough financial plan.
We understand that financial goals are interwoven with life goals, and we bring our considerable experience to the multi-faceted process of helping you achieve them. We place the greatest emphasis on the quality and sustainability of our client relationships. Our mission is to deliver family office level services to individuals and organizations for whom this depth of support would typically be unavailable.
Charles E. Dear, CFP®, AIF®
“Portfolio management is important, and we do a nice job, but thorough and pro-active financial planning is our value add. I enjoy challenging clients to address all matters that affect their financial well-being”
Charlie, a founding member of Riverside Financial Group, LLC, has over 30 years of experience in the financial services industry. In addition to earning a Bachelor of Arts degree in Economics from the...
…University of New Hampshire’s Whittemore School of Business, Charlie holds the following industry licenses: Series 65, Series 63, Series 7, and Life and Health Insurance. Charlie is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®). 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.
Donald M. “Tripp” Freeman, III
Tripp is also a founding member of Riverside Financial Group, LLC. He is an Investment Advisor Representative and began managing client assets in 1994. In addition, as the Executive Vice President and active board member of Carlson & Carlson (see “Our Trusted Partners”), Tripp helps to formulate and implement the various insurance strategies within our broader financial planning service. Tripp holds Series 7, 63, and 65 securities licenses, and life, health & long term care, group, and property casualty insurance licenses. He is also a member of the Professional Insurance Agents Association. Tripp is a 1993 graduate of DePauw University, with...
…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.
Advisor Assistant, Investment Strategies
“We have a great team here at RFG, smart and fun to be with. This is important because remaining centered and on track is a necessity when it comes to investing your assets.”
Steve, a veteran of the U.S. financial markets, is responsible for monitoring the performance of client portfolio holdings and total account performance, and assisting the advisors with the research and...
…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.
Business Development & Client Services
“Going the extra mile and helping clients with the details that are important to them is rewarding. Both personally and professionally.
Dave Callahan has been in business development and client service for most of his 30-year career as a marketing and account executive for Blockbuster, 20th Century Fox, Space.com Canada, and a number...
…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.
“I love meeting with clients to understand their desires and goals. These dialogues help me to develop short- and long-term strategies to proactively manage their tax exposure. There is nothing more satisfying than when you see the implementation of those strategies enable a client to achieve their objectives.”
Eliot Bassin is a Partner at Bregman & Company. He specializes in providing tax, audit and business advisory services to individuals, closely-held businesses and non-profit organizations. He is also...
…experienced in the performance of “Yellow Book” engagements, as well as audits conducted under the Single Audit Act. He earned a Bachelor of Accountancy, Cum Laude, from the George Washington University and a M.S. in Taxation from Baruch College’s Zicklin School of Business. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Association of Certified Fraud Examiners. He is also actively involved in several community organizations.
“General Martin Dempsey says it best: ‘Trust, years to build, seconds to break, forever to repair. The one, non-negotiable, indispensable, ingredient of leadership. An everyday, all-the-time factor in any productive relationship.’ I am proud to be your trusted advisor.”
Owen Bregman has over thirty years experience in public accounting. He received his B.B.A. degree from George Washington University in Washington, D.C. He is a member of the Connecticut Society of...
…Certified Public Accountantsand the American Institute of Certified Public Accountants. He has served and continues to serve as an officer and director on numerous charitable organizations in Fairfield County.
Peter E. Carlson, Jr.
“My objective is to insure that a client’s financial plans for their family are met, even if they are not here to see that plan through.”
Peter began his insurance career after graduating from Gettysburg College with a Bachelor of Arts majoring in Business Administration. As Agency President, Peter focuses his...
…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.
Riverside Financial Group, LLC
Office: (203) 409-6253
Mobile: (203) 848-4307
15 Wilmot Lane
Riverside, CT 06878
Series 7, 63, 65
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Riverside Financial Group, LLC and Carlson & Carlson are not affiliated.
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