Our advisors

Dennis Leone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dennis Leone Visit Dennis Leone's website

Jeffrey Leone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeffrey Leone Visit Jeffrey Leone's website


Our team

Emily Gomez

Emily Gomez

Paraplanner

Qualifications

  • SIE

  • Series 7

  • Series 66

  • CT Life, Health, & Accident Insurance License

  • Bachelor's of Science in Finance from the University of Connecticut

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