Our advisors

Gregg Maleri

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregg Maleri Visit Gregg Maleri's website

J Enda Nolan

JD, APMA

Financial Advisor

Vice President
Learn more about J Enda Nolan Visit J Enda Nolan's website


Our team

Tracy A. Costantiello

Tracy A. Costantiello

Client Service Associate

Qualifications

  • CT Life & Health
  • Notary Public
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Sandra Cassidy

Sandra Cassidy

Operations Leader

Qualifications

  • BS-Organizational Leadership, Quinnipiac University

  • With Ameriprise Financial Services, LLC since 1997

  • Corporate Executive Assistant certified, Katharine Gibbs College

  • MS Excel Certified

Roles & Responsibilities

  • Office/Operation's Manager
  • Branch Manager Operation's Partner
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