Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Advisors

Advisor photo for Marc Dynder

Marc Dynder

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Marc Dynder's website
Advisor photo for Giuseppe Mancini

Giuseppe Mancini

MBA

Financial Advisor

Visit Giuseppe Mancini's website
Advisor photo for Michael Przygocki

Michael Przygocki

CFP®

Financial Advisor

Visit Michael Przygocki's website


Team

Christelle Charles

Christelle Charles

Administrative Assistant

Qualifications

  • Bachelor of Science in Applied & Resource Economics Concentration in Business Management & Marketing, University of CT

Roles & Responsibilities

  • Assist with forms & paperwork
  • Request money movement/unsolicited trades
  • Beneficiary changes
  • Assist with website support
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Derrien Aust

Derrien Aust

Administrative Assistant

Qualifications

  • 11 years of management experience

Roles & Responsibilities

  • Answers phone & manages front desk
  • Maintain documents for advisors & clients
  • Facilitate client needs are met before & after meetings
  • Assist with scheduling
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Caroline Stanners

Caroline Stanners

Administrative Assistant

Qualifications

  • Bachelor of Arts from the College of the Holy Cross

  • 8 years in project management

Roles & Responsibilities

  • Communicates with clients & confirms appointments
  • Maintains documents & scheduling for advisors
  • Assists with documentation for advisors & clients
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