Our advisors

Richard J Vogler, Private Wealth Advisor serving the East Hartford, CT area - Ameriprise Advisors

Richard J Vogler

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard J Vogler Visit Richard J Vogler's website
David Berube, Financial Advisor serving the East Hartford, CT area - Ameriprise Advisors

David Berube

AAMS®

Financial Advisor

Learn more about David Berube Visit David Berube's website

Our team

Mark Calabrese,  CIMA<sup>®</sup> CRPC<sup>®</sup>

Mark Calabrese, CIMA® CRPC®

Investment Manager,

Vice President

Qualifications

  • Certified Investment Management Analyst ®
  • Chartered Retirement Planning Counselor™

Roles & Responsibilities

  • Investment Management
  • Portfolio Rebalancing
  • Investment Research
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Ashley Montgomery, FPQP™

Ashley Montgomery, FPQP™

Practice Manager

Qualifications

  • Financial Paraplanner Qualified Professional
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