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 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.
Find a Financial Advisor
- Anthony Forcelli
- Brent Eugenides
- Cayanne Spremullo
- John Culhane CPA
- John Littel
- Kevin Laing
- Terri Albuquerqe
- Tim O'Meara CPA
Team
Brent Eugenides
CFP
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,...
Terri Albuquerqe
COO -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...
Anthony Forcelli
Tax - Ridgefield CT
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...
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...
Our Strategic Partners
Our Strategic Partners
Tim O'Meara CPA
CPA - Monroe CT
Kevin Laing
EA - Shelton Ct
MBA University of Bridgeport. BS accounting Southern Ct State University. Enrolled Agent IRS. Kevin manages a tax practice for small to medium size private business in Fairfield and New Haven Counties.