Our advisors

Christopher L Fry, Private Wealth Advisor serving the Southington, CT area - Ameriprise Advisors

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, Financial Advisor serving the Southington, CT area - Ameriprise Advisors

A.J. Garstang

CRPC®

Financial Advisor

Chief Operating Officer of Six Point Wealth Advisors
Learn more about A.J. Garstang
Marc Dynder, Financial Advisor serving the Southington, CT area - Ameriprise Advisors

Marc Dynder

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Marc Dynder
Giuseppe Mancini, Financial Advisor serving the Southington, CT area - Ameriprise Advisors

Giuseppe Mancini

MBA

Financial Advisor

Learn more about Giuseppe Mancini
Richard J D'Amato, Financial Advisor serving the Southington, CT area - Ameriprise Advisors

Richard J D'Amato

CFP®

Financial Advisor

Learn more about Richard J D'Amato
Jennifer Waldron, Financial Advisor serving the Southington, CT area - Ameriprise Advisors

Jennifer Waldron

CFP®, CRPC®, APMA®, CKA®, CEP®

Financial Advisor

Certified Kingdom Advisor
Learn more about Jennifer Waldron

Our team

Rachel Finke

Rachel Finke

Operations Manager

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, social media, 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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Angela Gambino

Angela Gambino

Client Service Specialist

Qualifications

  • BS in Finance from Southern CT State University, 2018
  • Life, Accident & Health Insurance Producer's License
  • Notary Public
  • SIE, Series 7 & Series 66 Licensed

Roles & Responsibilities

  • Primary assistant to A.J. Garstang & Marc Dynder
  • 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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Kathy Tremblay

Kathy Tremblay

Administrative Assistant

Qualifications

  • BS in Psychology from University of Hartford, 1989
  • Notary Public

Roles & Responsibilities

  • Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, with an emphasis on creating and delivering a unique client experience.
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Britney Johnson

Britney Johnson

Client Concierge

Qualifications

  • BA in Political Science from Central CT State University, 2021

Roles & Responsibilities

  • Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, and completing meeting preparation and follow up.
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Daniel Civiello

Daniel Civiello

Financial Planning Assistant

Qualifications

  • BS in Finance from Roger Williams University, RI, 2021

Roles & Responsibilities

  • Assisting with client meeting prep and follow up, financial planning, and providing support to the advisors of the practice.
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Lindsey Pierce

Lindsey Pierce

Client Concierge

Qualifications

  • BBA in Marketing from Post University, 2020

Roles & Responsibilities

  • Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, and completing meeting preparation and follow up.
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