Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mario Cichosz

Mario Cichosz

Regional Managing Partner

860-706-9256

800-901-7181

Steve Bibisi

Steve Bibisi

Tax Planning Expert

860-490-9741

800-901-7181

 Jenn Conrad

Jenn Conrad

Operations - Licensed Professional

860.751.2107

800.901.7181

Rebecca Lamore

Rebecca Lamore

Client Relations - Licensed Professional

860-229-8409

800-901-7181

Merlin (Magic) Conrad

Merlin (Magic) Conrad

Marketing - licensed professional

727-644-7950

800-901-7181

Elisa Leveton

Elisa Leveton

Licensed Financial Professional

860-944-9944

800-901-7181

Gretchen Geisheker

Gretchen Geisheker

Licensed Financial Professional

860-631-3237

800-901-7181

Brian Weller

Brian Weller

Licensed Financial Professional

413-977-9967

800-901-7181

Corey Smith

Corey Smith

Licensed Financial Professional

860-992-5804

800-901-7181

Michelangelo Murina

Michelangelo (Milo) Murina

Licensed Financial Professional

484.714.9423

800-901-7181

Paul Wilusz

Paul Wilusz

Marketing Associate

860-490-8856

800-901-7181