Broker Check

860-657-4445

Our Advisors

Jeffrey Segal

Jeffrey A. Segal
CFP®, CLTC, AIF®

President and Founder

Seth Renaud

Seth Renaud
ChFC®, AIF®, CLTC

Senior Partner

Bobby Schneider

Bobby Schneider
CFP®

Director of Operations | Advisor

David Weigert

David Weigert
CFA®, CPFA®, AIF®

Director of Investment Research

Kevin Paro

Kevin Paro
AIF®, CPFA®, CLTC

Wealth Management Advisor

Chad W. Langevin

Chad W. Langevin,
CFP®, AIF®

Wealth Management Advisor

Jennifer Cooke

Jennifer Cooke
CPFA®, AIF®

Director of Retirement Plans

Steven Lowe

Steven Lowe

Wealth Management Advisor

Mario Alvino

Mario Alvino
MS, AAMS, AIF®

Wealth Management Advisor

Brendan Conry

Brendan T. Conry
AIF®, ChFC®, CLU®

Consultant

Our Support Team

Heidie Endrelunas

Heidie Endrelunas

Office Manager

Barbara Lesi

Barbara Lesi

Client Service Associate

Sharon Dery

Sharon Dery

Client Service Associate

Linda Byrnes

Linda Byrnes

Client Service Associate

Christine Sharpe

Christine Sharpe

Director of Client Services for Steven M. Lowe

Kyle Langevin

Kyle Langevin

Paraplanner

Jack Alissi

Jack Alissi

Paraplanner

John McCann

John McCann

Paraplanner

Colombo Disalvatore IV

Colombo Disalvatore IV

Intern