Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Frank Adams

President

203-774-0505

203-774-0525

Frank has over 18 years of experience assisting individuals with planning for their financial futures. Recognizing the uniqueness of each person, Frank employs a variety of strategies in helping his clients select the appropriate...

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Don Coffin

President

203-774-0505

203-774-0525

BA. Economics; MPA . Economics and Public PolicyDon has been in the money management business for over 20 years. He began his career working for educational institutions securing major gifts using advantageous financial strategies. He...

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Peter Cowen, CMFC®, CRPC®

President

203-774-0505

203-774-0525

Pete Cowen has over 15 years of experience providing financial solutions to individuals, businesses and organizations. Petes integrity and experience enable him to provide personalized financial planning that reflect the values,...

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David Ross Jr.

President

203-774-0505

203-774-0525

Dave Ross has over 15 years in the financial services business. For many years Dave worked for The Hartford Insurance Group in the Estate Planning division where he helped Financial Advisors and their clients. Now as a financial...

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Cameron Rice

Vice President

203-774-0505

203-774-0525

As a basketball player and enthusiast, Cameron Rice recognizes the importance of strategy and teamwork. In working together with his clients toward their goals, Cameron coaches his clients and prepares a customized "game plan":...

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Bernadette Adams

Director of Client Services

203-774-0505

203-774-0525

For over a decade, Bernadette has been instrumental as Client Services Director, assisting clients with myriad operational and administrative needs, planning top-notch events, and fulfilling requests to keep clients up to date and...

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Margaret Williams

Operations Manager

203-774-0505

203-774-0525