The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Ken Angell

Ken Angell

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

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Our Staff

Scott Dion

Scott Dion

Registered Client Service Associate

Donna Gagliardi

Donna Gagliardi

Registered Operations Leader