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  • 4 Mountain View Terrace • Suite 104 • Danbury, CT 06810
  • Phone: 203.743.0131 • Fax: 203.743.4086

Team

Our caring and professional staff.

 

Ali has been a youth volleyball coach for four years in Millbrook, NY as the Junior Varsity head coach. At the conclusion of her seasons, she has assisted the varsity team alongside her former high school volleyball coach. With their...

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Debbie lives in Southern New Milford with her husband Chris and their cat named Storm. Their daughter Samantha resides in Arlington, VA with her fiancé Chris. Sam works from home as a Commercial Coordinator for Virgin Atlantic...

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Christine lives in Brookfield with her husband Eric of 25 years, their three daughters; Katie 18, Grace 12 and Charlotte 10 and their dog Abby 7. Katie is attending Syracuse University as a freshman majoring in Social Work. Grace...

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Audrey lives in Southbury with her husband Bob and their two Golden Retrievers, Cooper and Roxie. They all enjoy spending time outside on their deck overlooking the 13th fairway at Heritage Village Country Club. Frequent visitors are...

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Marie has two wonderful daughters and enjoys spending time with them and her extended family. She is in the process of buying a new house and is looking forward to decorating over the next couple of months. Look for her on her lunch...

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As a CERTIFIED FINANICAL PLANNERTM professional serving families in the community for over 25 years, Wayne has a broad range of experience working with affluent families through the life cycle of wealth accumulation, preservation, and...

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Michael’s commitment to the community is reflected in the local organizations he supports, including his appointment as Past Chairman of the Board of Directors for The Regional YMCA of Western Connecticut and his service as...

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Beverly and her family reside in New Milford. Her hobbies include Quilting and Sewing, which she hopes to have more time for now that the boys are in College! Bev’s, husband, Bill, is a corporate pilot and maintains a busy...

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Sue enjoys working on her hobby of primitive rug hooking, taking walks in her Brookfield neighborhood or around the office building at lunch time. Sue’s other passions are working with the mission outreach committee of the...

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David has always been involved in his community having served on many non-profit boards in Northwest Connecticut over the 37 years of his practice. Next to his focus on family and clients David now serves as State Representative in the...

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Loury resides in Southern New Milford Connecticut with her husband Phan and their three children Alyssa, Anna and Addison. Her husband Phan, is the manager of a metal shop located in New Milford, CT which is great because it’s only...

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