The Team
Stepping Stone Wealth
Our experience in comprehensive and tailored financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.

Our Staff

Michelle Cosker

Michelle Cosker

Client Concierge
More about me...

Contact

Michelle.L.Cosker@ampf.com

860.838.4212

Qualifications

  • Central CT State University

Roles & Responsibilities

  • Making Clients Feel At Home
  • Meeting Preparation
  • Financial Planning Support
Brittany Baylor

Brittany Baylor

Financial Planning Specialist
More about me...

Contact

brittany.baylor@ampf.com

860.858.9916

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed
  • Post University, Bachelor of Science

Roles & Responsibilities

  • Making Clients Feel At Home
  • Financial Planning Assistance
  • Execute Trades
  • Manage and Resolve Client Service Concerns
John Church

John Church

Investment Specialist
More about me...

Contact

john.h.church@ampf.com

860.313.1313

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Series 63 Licensed

Roles & Responsibilities

  • Investment research