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

10 Commerce Street, Unit D
Glastonbury, CT 06033


 

 

Christopher Amon, FSA, CFP®, ChFC®, CRPC®

Private Wealth Advisor

Phone

860.430.6481

Email Address

Christopher.Amon@amon360.com

Website: www.amon360.com

Chris Amon is committed to understanding your situation and customizing a comprehensive financial plan to help you toward your goals. Whether you are an executive at a Fortune 500 company, a small business owner, a doctor, the bread winner of your family or a company ready to go public, Chris and his team can help you translate your goals into action steps. Chris is a motivating catalyst to take the words from the plan into immediate action.

With over 20 years of business owner, financial and estate planning experience, Chris Amon delivers the commitment and expertise necessary to create situation-based financial strategies and translate them into immediate, actionable steps. He puts a premium on all of his relationships and he believes that a successful engagement can only be realized through a shared vision.

Chris has been the featured speaker at many seminars and training meetings for the public, trade associations, accounting/law firms and financial planning professionals. He is also a Certified Continuing Education Instructor for NASBA (National Association of State Boards of Accountancy).

Chris is a graduate of The University of Connecticut and holds CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor (CRPC®) designation. Chris is also an Actuary and has achieved the Fellow of the Society of Actuaries (FSA) designation.

Chris is proud to have served on the board of directors for the Hartford Chapter of the UCONN Alumni Association, The Hartford & Springfield Actuaries Club, and the Entrepreneurial Actuaries Section of the Society of Actuaries. Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.

CRN: #2155445-061918

 

Beverly Amon, FSA, CFA

Private Wealth Advisor

Phone

860.298.1987

Email Address

Beverly.Amon@LFG.com

Website: www.amon360.com

 

Rylee Clarkin

Operations Assistant

Phone

Ph: 860.430.6484
Fax: 860.298.1988

 

Ben Emory

Director of Financial Planning Services

Phone

Ph: 860.430.6483
Fax: 860.298.1988

Email Address

Benjamin.Emory@amon360.com

 

Daria Fuller

Director of Client Technology

Phone

ph: 860.430.6454
fax: 860.298.1988

Email Address

Daria.Fuller@LFG.com

 

Ashley Moriarty

Director of Operations

Phone

ph: 860.430.6452
fax: 860.298.1988

Email Address

Ashley.Moriarty@LFG.com

 

H. John Parunak, MBA, CFP®, CRPC

Wealth Planning Advisor

Phone

860.298.1970

Email Address

HJohn.Parunak@LFG.com

Website: parunakfinancial.com

John's career spans three decades in the financial services industry with Fortune 500 leaders in banking, investments and financial planning. During those years he has had the rewarding opportunity to work with successful individuals, families and businesses, providing customized solutions uniquely designed to help meet the client's ever evolving financial needs.

Today, his practice focuses on wealth management, helping people to grow their assets through well planned Investment and Retirement Planning and helping them to control those assets through thoughtful Estate and Business Succession Planning.

John is an avid sailor and a former owner of a 1961 Pearson Triton sloop. He has been active in Frost Biting, Laser Class, in Connecticut and Rhode Island. John's practice includes a special focus on family-owned businesses in the marine trades industry and he is a member of the Connecticut Marine Trades Association. John is also a competitive skeet shooter and member of the National Skeet Shooting Association and active in the Niantic Sportsman’s Club and Norwich Fish and Game.

John holds a BA from Rutgers University, an MBA from Fairleigh Dickinson University Graduate School of Business and an Advance Certificate in Finance from Saint John's University Graduate School of Business. He is an Investment Advisor Representative with Lincoln Financial Advisors Corp., a registered investment advisor and is a Registered Representative with Lincoln Financial Advisors Corp., a broker dealer, holding securities registrations 7, 63, 65, 24 and 26. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner as well as a Chartered Retirement Planning CounselorSM. He also holds licenses in life and health insurance and annuities.

John lives with his wife, Deborah, in Essex, Connecticut.

 

CRN-1649084-112116