Meet The Team
Our team consists of experienced professionals committed to delivering superior service and personalized guidance. We look at our clients' financial situation on a multi-tiered approach, not just from the legal or tax perspective, but across the board.
George Goldman
Financial Planner | Financial Services Executive | Investment Advisor Representative
(203) 513-6080
Peter Greco, CASL®, ChFC®, MBA
Financial Planner | Financial Services Executive | Investment Advisor Representative
(203) 513-6080
Christopher Holley
Financial Planner | Financial Services Executive | Investment Advisor Representative
(203) 513-6080
David Beeman, CFP®
Financial Planner | Financial Services Executive | Investment Advisor Representative
(203) 513-6080
Office Support Specialists
Internal Support
Greg Wachter
Vice President, Protection Products
Jeremy Hus, CASL®, CLU®, ChFC®, CFP®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen A.Cassidy, JD
Vice President, Advanced Markets