Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

Daniel Tarbell

Private Wealth Advisor

Managing Partner of Sterling Financial Partners
Learn more about Daniel Tarbell

Steven John Sheridan

Financial Advisor

Franchise Owner
Learn more about Steven John Sheridan

Tom Grilli

RICP®

Financial Advisor

Learn more about Tom Grilli


Our team

Danielle Martocci

Danielle Martocci

Practice Manager

Personal Intro

Danielle is instrumental in ensuring a world class client experience. She is an integral member of our team and prides herself on going above and beyond to ensure our clients needs are met. We welcome you to reach out to Danielle directly for any questions and needs as well as to request an appointment to be scheduled.

Danielle lives in Manchester with her husband Ryan.

Qualifications

  • Associates Degree of Science in Marketing from Three Rivers Community College

Roles & Responsibilities

  • Schedule management
  • Business processing
  • Money movement processing
  • Transaction processing
  • Processing requests and ensuring a world class client experience
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Carrie Woodbury

Carrie Woodbury

Client Service Manager

Personal Intro

Carrie has worked as a Client Services Manager with Steve Sheridan's practice for the past three years following 8 years of financial services experience elsewhere She strives to ensure a transaction and client requests are processed and flow seamlessly to ensure a world class experience.

Carrie lives in Suffield with her family and dog Papi. Her hobbies include traveling, fitness and spending time with her family

Qualifications

  • Bachelor of Science Degree in Business Management from the University of Connecticut
  • Associate of Science Degree in the Legal Assitant Program from Manchester Community College

Roles & Responsibilities

  • Money Movement
  • Scheduling
  • Transaction Processing
  • Processing client requests to ensure a world class client experience.
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Gayle Mulligan

Gayle Mulligan

Administrative Assistant

Earle W. Tarbell, CFP

Earle W. Tarbell, CFP

Investment Specialist

Personal Intro

After 39 years serving his valued clients Earle has transitioned into the first phase of retirement. We like to refer to him as 'Chairman of the Board'!

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