your partners in planning a bright future

Our mission is to listen to your concerns, ask clarifying questions until we fully understand your needs, and provide you with professional guidance, services and products to help you reach your financial goals. We understand that preserving your trust is dependent on our maintaining the highest standards of integrity and professionalism in dealing with you as a client.

Kurt Lenz

Managing Principal & co-founder

203-937-2428
Email Kurt

Mark Massa

Managing Principal & co-founder

203-937-2433
Email Mark

Adam Kohn

Managing Director

203-306-5171
Email Adam

Gregory Geloso

Managing Director & Head of Business Development

203-306-5173
Email Greg

Matthew Stinson

Senior Vice President

203-937-2446
Email Matthew

Michelle McGuire

Vice President

203-616-5396
Email Michelle

Stephen Senetcky

Vice President

203-306-5176
Email Stephen

John M. Altier

Managing Director

203-326-7334
Email John