How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Bill Martin

Bill Martin

Financial Advisor

Learn more about Bill Martin Visit Bill Martin's website
Daniel Gamm

Daniel Gamm

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Daniel Gamm Visit Daniel Gamm's website
Kenneth H Hedison

Kenneth H Hedison

Financial Advisor

Learn more about Kenneth H Hedison Visit Kenneth H Hedison's website
Harold V Cardoza

Harold V Cardoza

CFP®

Financial Advisor

Learn more about Harold V Cardoza Visit Harold V Cardoza's website
Cristopher Llopiz Osorio

Cristopher Llopiz Osorio

Financial Advisor

Learn more about Cristopher Llopiz Osorio Visit Cristopher Llopiz Osorio's website
Greg Silva

Greg Silva

CFA®, CRC®

Financial Advisor

Senior Vice President of TW Financial Group
Learn more about Greg Silva Visit Greg Silva's website

Our team

Margaret Walz

Margaret Walz

Operations Manager

Personal Intro

Been with us since 2007.

Qualifications

  • Associate degree from Katherin Gibbs.

Roles & Responsibilities

  • Sets up new guest's and accounts
  • Has a direct link to Ameriprise Home Office
  • Submits and tracks insurance applications and underwriting
  • Submits and keeps track of all processing to guests and home office
  • Answers questions and provides readily available information to guests
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Debra Page

Debra Page

Practice Manager

Personal Intro

Been with us since 2009.

Qualifications

  • B.S.B.A. in computer programming from Western New England College.

Roles & Responsibilities

  • Manages staff and interns
  • Answers questions and provides readily available information to guests
  • Management of day-to-day office duties
  • Human Resources/personnel and payroll
  • Special Projects
  • Backup for Glen on trades
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Marisa Garber

Marisa Garber

Executive Assistant

Personal Intro

Been with us since 2000.

Qualifications

  • Bachelor's of Science in Biology from the George Washington University and a Masters in Physical Therapy from Simmons College.

Roles & Responsibilities

  • Concierge to our guests
  • Prepares and updates paperwork for Dan's guest meetings
  • Contact guests with appointment details
  • Greets our guests
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Kayla Ballou

Kayla Ballou

Client Concierge

Personal Intro

Been with us since 2019.

Qualifications

  • Bachelor's degree in Finance from Bryant University.

Roles & Responsibilities

  • Takes notes on guest's visits for Dan
  • Answers guest's service questions and requests
  • Responsible for Dan's guest preparations before visits
  • Post guest follow-up calls and summary letters
  • Backup for Maggie with processing
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Glen Elezi

Glen Elezi

Investment Specialist

Personal Intro

Been with us since 2020.

Qualifications

  • Bachelor's of Science in Economics from the University of Tirana/Albania and an MBA degree from the University of Phoenix.

Roles & Responsibilities

  • Trades investments
  • Conducts investment research and keeps advisors all up-to-date
  • Answers guest's service questions and requests
  • Pre-guest visit investment preparation
  • Money movement
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Zhilin Jiang

Zhilin Jiang

Marketing Specialist,

Intern

Qualifications

  • Bryant University Student

Roles & Responsibilities

  • Connect and track prospects
  • Assist in planning events
  • Run reports on social media statistics
  • Update advisor websites
  • Send weekly emails to clients and prospects
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Corrine Khamphoukeo

Corrine Khamphoukeo

Marketing Specialist,

Intern

Qualifications

  • Bryant University Student

Roles & Responsibilities

  • Manage social media accounts
  • Assist in planning events
  • Run reports on social media statistics
  • Keep track of the new advisor spreadsheet
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Jake Hammarstrom

Jake Hammarstrom

Intern

Qualifications

  • Rensselaer Polytechnic Institute Student

Roles & Responsibilities

  • Complete guest's visit prep-work
  • Learns about the financial world
  • Keeps social media up to date
  • Sit-in on guest visits
  • Special Projects
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