Broker Check


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Brent Eugenides


(860) 245-9525

PROFESSIONAL SUMMARY Twenty 28 years in Financial services. EDUCATION Certified Planner Board of Standards, CFP® B.S. Finance, University of South Carolina COMMUNITY SERVICE Rotary International Waterford CT, Past President Avery Copp...
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John Culhane CPA


Graduate of St. John's University with a Bachelor's Degree in Accounting, and a MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut . Life, health insurance license in the Connecticut, New York,...
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Peter Coleman CFP,CLU,ChFC

CFP - Fairfield CT


Peter Coleman CFP®, CLU, ChFC® Peter has established himself as a Private Wealth Management Advisor. He is well-known as a trusted business advisor to a sophisticated clientele by virtue of his vast experience.

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Cayanne Spremullo

Client Services

Cayenne has a background in Municipal Tax Collections with the Town of Newtown ( 2006-2012) where she became a Connecticut Certified Municipal Collector. In 2012, Cayanne ran for Municipal office in the Town of Oxford, Connecticut. She...
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Jana Gariepy

Office Manager - Monroe

Terri Albuquerqe

Client services


Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology. Terri’s...

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