Anthony J. Fortuna, CRPC®

Anthony serves as an investment Coach and you will brings over twenty years of expertise about monetary service globe in order to Essex Financial. The guy works closely with readers to style economic arrangements predicated on the existence needs. This tactic targets permitting their members become more convinced throughout the controlling their economic expectations. Anthony's aspects of desire are home thought, senior years income strategies, riches maintenance, providers sequence think, and you will income tax government actions.

W. Timothy Furgueson

Tim first started his community throughout the financing business while going to Roanoke University, doing work varme meksikansk kvinner for Grain Very first Bonds. Upon graduating, he registered Smith Barney's The latest Sanctuary office, and a lot more recently, brand new Essex place of work, in which the guy spent some time working as a senior Profile Movie director and Economic Think Expert for 16 many years. After that, Tim inserted Essex Economic in which he has got were able to receive their goal of looking for an easier way in order to satisfy clients' need as a result of a help depending, client-centric, and you can separate economic characteristics firm.

Kristin E. Environmentally friendly, AIF®, CRPC®

Kristin is actually a financial Mentor with well over two decades of experience regarding funds industry. Kristin entered Essex Economic in the parece Sullivan together with Old-age Plan Attributes cluster in aiding organization clients with handling of the workplace backed old-age preparations whilst offering private monetary planning to all the group whom participate. Kristin also provides complete monetary browsing personal members and you will acting as a great fiduciary, facilitate later years package website subscribers through their change towards old-age. Kristin plus focuses primarily on planning female and you can millennial investors.

Kristin obtained the Accredited Money Fiduciary® (AIF®) Designation throughout the Center to own Fiduciary Degree therefore the Chartered Senior years Believed Counselor SM (CRPC®) in the University away from Economic Believed. She already retains her 65 ties license together with State out of Connecticut Life insurance and you can Variable Agreements Permits.

David F. LaMay, CFP® CPWA®

Dave come his job due to the fact a monetary Mentor during the 1991. Becoming a Fiduciary, the guy will bring collection management, economic considered and contacting in order to individual, family, corporate and not-for-finances customers.

Dave acquired their Bachelor regarding Technology training into the Economic Management out of Franklin Pierce School along with his MBA throughout the School out-of Connecticut. They have complete supplemental studies programs during the University off Chicago, Unit College or university off Business, Columbia School and Yale College or university off Management that's a beneficial member of this new Expenditures & Riches Institute™

Dave are an authorized Monetary Coordinator™ and you may Official Individual Wide range Advisor® top-notch. The guy holds brand new Series 65 bonds licenses, in addition to County of Connecticut Life insurance policies and Variable Contracts certificates.

Active in the neighborhood, Dave was an excellent Middlesex Health, Corporator and that's a working member of the old Saybrook Flames Company and you will Old Saybrook Ambulance Association. Dave supported for 16 decades as a person in the outdated Saybrook Board away from Financing, together with 10 as its president. A graduate out-of Xavier Twelfth grade in Middletown, Dave served half a dozen age towards the Xavier Senior high school Alumni Association Panel away from Administrators. He or she is a keen Adjunct Teacher out of Funds at the Main Connecticut County College.

Michael Roentgen. LaRiviere, CFP®, AIF®

He's got alongside two decades out-of economic services experience. Michael's top focus is on understanding the unique questions and you will objectives from large net worth investors while they plan their monetary futures. Michael specializes in complete later years earnings believe, capital considered, personal finance, taxes and wealth management.

Michael is a certified Monetary Coordinator™, an expert designation he attained due to Boston University's Professional Studies Program. Michael together with retains the latest Collection eight, 63 and you can 65 securities certificates and the County regarding Connecticut Term life insurance and Variable Deals Certificates. In advance of signing up for EFS, Michael invested 13 decades which have Fidelity Expenditures in a variety of opportunities along with compared to Vp, Older Account Government inside their Personal Website subscribers Group.