CONNECT

Address:

500 Post Road East 1st Floor
Westport, CT 06880

Phone:

203-291-4770

Our Qualifications

Greg Rodiger holds the CFP® and ChFC designations and has a Masters in Financial planning.  He joined the firm in 1983.

Matthew Robey holds the ChFC designation.  He joined the firm in 1984.

Edward Fredericks holds the CLU, ChFC and CFP® designations.  He joined the firm in 1996.

Michael Thomas holds a LUTCF and joined the firm in 1995.

Ronald Molles holds the CLU and ChFC designations.  He joined the firm in 1997.

Patricia Carrera holds CDFATM designation.  She joined the firm in 2008.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck