Contact Information

Please contact us at our Cheshire office with any questions or to set up a complimentary initial consultation:

Cheshire Office                     Madison Office                     Trumbull Office                   Glastonbury Office                          
20 Realty Drive                               129 Samson Rock Road                  6515 Main Street, Suite 6             2650 Main Street, Suite 100
Cheshire, CT 06410                        Madison, CT 06443                         Trumbull, CT 06611                       Glastonbury, CT 06033

                                                                                                     

Telephone                                    
(203) 439-0732
(877) 567-0290
(888) 872-7526

Fax
(203) 439-7712

President:​ Mark J. Egidio
[email protected]

Managing Partner: Anthony F. Assante, ext. 228
[email protected]

Financial Consultant: Marc Lennon, ext. 227
[email protected]

Financial Consultant: Paul B. Brenner, ext. 223
[email protected]

Financial Consultant: John Grossoext. 277
[email protected]

Financial Consultant: Jessica Espada, ext. 226
[email protected]

Financial Consultant: Tim Stowell, ext. 221
[email protected]

Director of Client Services: Brittany Feller, ext. 293
[email protected]

Senior Client Service Associate: Rachel Puleo, ext. 224
[email protected]

Senior Client Service Associate: Kaitlyn Creem, ext. 233
[email protected]


Bookkeeper: Sandra Macioce, ext. 221
[email protected]

Director of Communications: Joanne Daley, ext. 230
[email protected]


Client Service Associate: Kerry Walsh Mudry, ext. 300
[email protected]

Client Service AssociateSally Novak Janin, ext. 269
[email protected]

Client Service AssociateKim Hillman, ext. 234
[email protected]

Client Service Associate: Julia Milewski, ext. 300
[email protected]

Client Service AssociateMelodie Hudak
[email protected]

Financial Planning AssistantZachary Bylykbashi, ext. 240
[email protected]