Team 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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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. Find a Financial Advisor AL Kranc Anthony Forcelli Brent Eugenides Cayanne Spremullo John Culhane CPA John Littel Marlee Figueroa Terri Albuquerqe Tim O'Meara CPA Brent Eugenides CFP (860) 245-9525 email@example.com PROFESSIONAL SUMMARY 32 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... Read more John Culhane CPA CPA - Monroe CT 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,... Read more Terri Albuquerqe COO -Client services 203-268-4431 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... Read more Tim O'Meara CPA CPA - Monroe CT 203- 459-2503 Tim is a CPA in private practice servicing small business owners and individuals. Registered Rep series 6,7, insurance. Read more Anthony Forcelli Tax - Ridgefield CT 203-438-5228 Registered representative with HD Vest Investment Services, BA Assumption College, MA NYU. Anthony is secretary/treasurer of the Branchville Civic Association Inc., former member of the Board of Directors of the Ridgefield Boys and... Read more Cayanne Spremullo Client Services - Bookeeping 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... Read more AL Kranc CPA - Norwich CT (860) 887-9788 John Littel EA - Branford CT (203)481-0468 Marlee Figueroa Administrative assistant Marlee is working towards here CPA. Assists the team in a variety of areas including tax preparation, and other client services. Read more Have a Question? Name Email Address Question Thank you! Oops!