Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Betsy Udal, Financial Advisor serving the Farmington, CT area - Ameriprise Advisors

Betsy Udal

RFC®

Financial Advisor

Learn more about Betsy Udal Visit Betsy Udal's website
Matthew Udal, Financial Advisor serving the Farmington, CT area - Ameriprise Advisors

Matthew Udal

CRPC®

Financial Advisor

Franchise Owner
Learn more about Matthew Udal Visit Matthew Udal's website
Matthew Ellis, Private Wealth Advisor serving the Farmington, CT area - Ameriprise Advisors

Matthew Ellis

CFP®, ChFC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Ellis Visit Matthew Ellis's website

Our team

Melodie Dutton

Practice Manager

Amanda Whewell

Practice Manager