Anthony J. Fortuna, CRPC®
Anthony functions as a financial investment Mentor and you can brings more twenty years of expertise on monetary provider business so you’re able to Essex Economic. He deals with members to develop monetary agreements considering the existence goals. This plan focuses primarily on providing his subscribers be more pretty sure throughout the handling its economic expectations. Anthony’s regions of notice are estate considered, old age income tips, riches maintenance, business succession believe, and income tax administration measures.
W. Timothy Furgueson
Tim began his profession in the money world when you are attending Roanoke College, helping Grain Earliest Securities. Abreast of graduating, the guy registered Smith Barney’s Brand new Refuge office, and recently, the fresh Essex office, where the guy spent some time working because the a senior Profile Manager and you can Economic Thought Specialist having sixteen decades. Next, Tim entered Essex Monetary where he has got were able to to have their aim of interested in an easy method in order to satisfy clients’ needs by way of an assistance established, client-centric, and you may independent economic features organization.
Kristin E. Eco-friendly, AIF®, CRPC®
Kristin is a monetary Advisor along Malezya gelin with two decades of experience on funds community. Kristin entered Essex Economic when you look at the es Sullivan and Retirement Plan Properties group in aiding company website subscribers with handling of its company backed old-age plans whilst providing individual monetary browsing all the employees whom take part. Kristin has the benefit of full economic gonna private website subscribers and you will becoming a beneficial fiduciary, helps old-age plan customers owing to the changeover on the old age. Kristin in addition to targets planning women and you can millennial traders.
Kristin attained the brand new Certified Capital Fiduciary® (AIF®) Designation regarding Heart to possess Fiduciary Knowledge plus the Chartered Old-age Thought Specialist SM (CRPC®) regarding the University out of Economic Considered. She already retains their own 65 securities permit as well as the County of Connecticut Life insurance and you will Adjustable Agreements Licenses.
David F. LaMay, CFP® CPWA®
Dave already been their career while the a financial Advisor into the 1991. Becoming a great Fiduciary, the guy provides profile management, economic considered and you may consulting to personal, household members, business and never-for-funds readers.
Dave obtained their Bachelor regarding Science education for the Monetary Management out of Franklin Penetrate School and his MBA about College or university regarding Connecticut. He’s complete extra education software within School out-of il, Booth College out-of Company, Columbia University additionally the Yale College out-of Management which will be a beneficial member of the Assets & Riches Institute™
Dave are an official Financial Planner™ and you will Specialized Personal Money Advisor® top-notch. The guy keeps the brand new Series 65 ties licenses, therefore the Condition out of Connecticut Coverage and you can Varying Agreements permits.
Active in the community, Dave are good Middlesex Health, Corporator which can be an energetic member of the existing Saybrook Fire Service and Dated Saybrook Ambulance Organization. Dave supported having 16 many years once the a person in the old Saybrook Panel out of Funds, also 10 as its chairman. A scholar off Xavier Senior high school in the Middletown, Dave offered half dozen age for the Xavier Senior high school Alumni Connection Panel off Directors. He is an enthusiastic Adjunct Teacher regarding Funds during the Central Connecticut County College or university.
Michael Roentgen. LaRiviere, CFP®, AIF®
They have close to 20 years away from economic features feel. Michael’s top attention is on knowing the unique issues and expectations of large net really worth buyers while they plan their financial futures. Michael specializes in total senior years money believed, investment believe, private financing, taxes and you may riches administration.
Michael try a certified Financial Planner™, a specialist designation he hit by way of Boston University’s Elite group Degree Program. Michael in addition to holds new Series 7, 63 and 65 securities certificates as well as the County from Connecticut Life insurance and Variable Agreements Certificates. Before joining EFS, Michael spent thirteen decades having Fidelity Opportunities in various roles together with compared to Vice-president, Elder Account Administrator within their Private Customers Classification.