James J Goldman, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

860-241-8608

Mark Monroe, CFP®, CSRIC®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

860-241-8657

Christie Treat

Investment Associate

860-241-8676

Rachael Plante

Senior Registered Client Associate

860-241-8609

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