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Our advisors

Daniel Civiello

CFP®, CRPC™

Associate Financial Advisor

Learn more about Daniel Civiello

Christopher L Fry

CFP®, ChFC®, CRPC™, APMA®

Private Wealth Advisor

Chief Executive Officer of Six Point Wealth Advisors
Learn more about Christopher L Fry

A.J. Garstang

CRPC™, APMA®

Private Wealth Advisor

Chief Operating Officer of Six Point Wealth Advisors
Learn more about A.J. Garstang

Jennifer Waldron

CFP®, CRPC™, APMA®, CKA®, CEP®

Financial Advisor

Certified Kingdom Advisor
Learn more about Jennifer Waldron


Our team

Tina Doelling

Tina Doelling

Client Service Coordinator

Roles & Responsibilities

  • Schedules client meetings and confirms appointments with advisors.
  • Greets and makes clients feel welcome prior to meeting with their advisors.
  • Assists with client events, client appreciation, and website updates. Manages social media.
  • Assists client service specialists with meeting preparation and follow up.
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Angela Roy

Angela Roy

Client Service Senior Manager

Qualifications

  • BS in Finance from Southern CT State University, 2018

  • CRPC™

  • SIE, Series 7 & Series 66 Licensed
  • Life, Accident & Health Insurance Producer's License
  • Notary Public

Roles & Responsibilities

  • Supports overall practice operations, including client service, financial planning tasks, and workflow coordination.
  • Streamlines office workflows and provides training and guidance to client service team members
  • • Acts as the primary client contact, delivering timely and expert support.
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Bill Hett

Bill Hett

Financial Planning Specialist

Roles & Responsibilities

  • Assists advisors in expertly managing and organizing office workflow, including running reports, tracking deliverables, and supporting all financial planning tasks and related communications
  • Contributes to the financial planning process by analyzing/inputting data, reviewing assets and liabilities, conducting cash flow analysis, and preparing planning deliverables.
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Lindsey Pierce

Lindsey Pierce

Client Service Specialist

Qualifications

  • BBA in Marketing from Post University, 2020

Roles & Responsibilities

  • Assists Financial Advisors and AFAs in managing and organizing office workflow and interacting with clients at an expert and professional level.
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Rachel Rousso

Rachel Rousso

Operations Director

Qualifications

  • BFA™

  • CRPC®

  • Notary Public
  • BS in Mathematics from Central Connecticut State University 2014

Roles & Responsibilities

  • Reviews work methods and procedures for possible quality improvements and efficiencies.
  • Human Resource leader, providing ultimate oversight of team, staff and advisor meetings, payroll, time and attendance, benefits, employee realtions and office management.
  • Creates and updates team marketing materials, manages team website, and sponsorship.
  • Assists with the training and development of staff.
  • Organizes team and client events.
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Jo-Ann Scalora

Jo-Ann Scalora

Client Service Specialist

Qualifications

  • Notary Public
  • CRPC®

Roles & Responsibilities

  • Assists Financial Advisors and AFAs in managing and organizing office work flow and interacting with clients at an expert and professional level.
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Annie Funk

Annie Funk

Client Concierge

Qualifications

  • BS in Forensic Science from University of New Haven 2024.

Roles & Responsibilities

  • Serves as the primary client contact, providing timely, professional support for account inquiries, forms, money movement, and the Ameriprise Client Experience/Secure Site.
  • Assists Financial Advisors and AFAs with workflow management, organization, and client interactions
  • Supports overall practice operations through responsibilities in client service, financial planning assistance, and office coordination
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