Our Team

Our team is a dedicated network of financial professionals that leverages each other's specialties to help clients develop and preserve wealth.

We provide personalized financial strategies to families and small business owners with over 150 years of combined experience.
 

Matthew S. Sinclair, CLU® 
Financial Advisor, Financial Services Representative,
Registered Representative


Over 20 years industry experience
Investments, Retirement & Estate Planning
CA Insurance License #0C18713

Thomas Corwin, CLU®, ChFC® 
Financial Advisor
Financial Services Representative


Wealth Distribution Strategies

 

 

 

Judith A. Pachter
 Financial Services Representative


Multigenerational Planning
& Employee Benefits

 

                    

               Paul Ruggiero
               Financial Advisor
                  Registered Representative, Financial Services Representative


              Investments

 

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484

 

CRN202001-223848

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