Our advisors

Gregg Maleri

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregg Maleri Visit Gregg Maleri's website

J Enda Nolan

JD, APMA

Financial Advisor

Vice President
Learn more about J Enda Nolan Visit J Enda Nolan's website

Rick Wells

APMA

Financial Advisor

Learn more about Rick Wells Visit Rick Wells's website


Our team

Tracy A. Costantiello

Tracy A. Costantiello

Client Service Associate

Qualifications

  • CT Life & Health
  • Notary Public
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