With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Jonathan Ingalls

CFP®, APMA, CRPC

Associate Manager

Managing Director
Visit Jonathan Ingalls's website

Billy Grant

CFP®, CRPC

Financial Advisor

Vice President
Visit Billy Grant's website

Michael Snow

Financial Advisor

Vice President
Visit Michael Snow's website


Team

Sandra Cassidy

Sandra Cassidy

Operations Leader,

Practice Manager

Qualifications

  • With the firm since 1997

  • BS-Organizational Leadership, Quinnipiac University

  • Corporate Executive Assistant Certified, Katharine Gibbs College

  • MS Excel Certified

Roles & Responsibilities

  • Practice Manager
  • Office Manager for CT Tri-City
  • Partner with Branch Manager
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