100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
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Meet Our People

Management

View the Management Profiles

Timothy O’Shea
Divisional VP

Robert DiPadua
Regional Director

Mary Young
Director of Financial Advisory Services

Michelle Jones
Business Operations Manager

Karen Mazukina
Business Operations Manager

Michelle Perillo
Relationship Management Director

Brian Clark
Director of Supervision

 


 

Support Personnel

View the Support Personnel Profiles

Christina Tran
Office Administrator

Laura J. Sykes
Regional FASTeam Field Training Consultant

 


 

Windsor, Connecticut Office

View the Windsor Profiles

Mary Young
Director of Financial Advisory Services

Robert DiPadua
Regional Director

Michelle Jones
Business Operations Manager

Brian Clark
Director of Supervision

Michelle Perillo
Relationship Management Director

Christina Tran
Office Administrator

Laura J. Sykes
Regional FASTeam Field Training Consultant

Susan C. Barnes, CIC
Financial Planner

D. Weston Boyd, MBA, CFP®
Financial Planner

Erik Lillibridge
Private Wealth Advisor

Russell G. Lowry, CFP®, CRPC®, CIC, CWM™
Wealth Planning Advisor

James P. Martin, CFP®, CRPC®, MBA
Private Wealth Advisor

Mary C. Mattke, CLU, CRPC®
Private Wealth Advisor

William Matzinger, CFP®
Private Wealth Advisor

Brian Noe, ChFC®, CLU®
Private Wealth Advisor

Gary W. Paul, CRPC®
Private Wealth Advisor

Gary P. Salva, CIC
Financial Planner

Arthur P. Scolari
Financial Planner

Peter B. Wakeman, CLU, ChFC
Registered Representative

Lei Wang, CFP®, MBA, CFS, CRPC®
Private Wealth Advisor

 


 

Boston, Massachusetts Office

View the Boston Profiles

Karen Mazukina
Business Operations Manager

Faith Arter
Private Wealth Advisor

Eric Bertz
Private Wealth Advisor

Jeffrey DeWald
Private Wealth Advisor

Jack Friel
Wealth Preservation Specialist

Peter Raskin
Financial Planner

Gerard Verbeek
Wealth Preservation Specialist

 


 

Fitchburg, Massachusetts Office

View the Fitchburg Profiles

Nathan Bilotta, CRPC®
Financial Planner

Ronald Maxfield, CLU
Investment Advisor Representative

 


 

Glastonbury, Connecticut Office

View the Glastonbury Profiles

Beverly Amon, FSA, CFA
Private Wealth Advisor

Christopher Amon, FSA, CFP®, ChFC®, CRPC®
Private Wealth Advisor

Rylee Clarkin
Operations Assistant

Ben Emory
Director of Financial Planning Services

Daria Fuller
Director of Client Technology

Ashley Moriarty
Director of Operations

H. John Parunak, MBA, CFP®, CRPC®
Wealth Planning Advisor

 


 

Rockland, Massachusetts Office

View the Rockland Profiles

Philip Melanson
Financial Advisor

Thomas M. Burke
Financial Advisor

 


 

Shrewsbury, Massachusetts Office

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James P. Roche, CFP®, CRPC®, MBA
Wealth Planning Advisor

 


 

Windham, New Hampshire Office

View the Windham Profiles

Jeffrey C. Davis
Investment Advisor Representative