Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Joseph Goss

Joseph (Jody) Goss

Managing Partner , Private Wealth Advisor

(860) 585-7958

Dean Anatra

Dean Anatra, CPA

Private Wealth Advisor, Investment Advisor Representative

(860) 585-7958

David Cowan

David L. Cowan

Private Wealth Advisor, Investment Advisor Representative

(203) 980-8457

Morgan Marx

Morgan Marx, CFP®

Private Wealth Advisor, Investment Advisor Representative

(860) 973-3214

William Joseph McCloskey

William Joseph McCloskey Sr.

Private Wealth Advisor, Investment Advisor Representative

(860) 749-0482

Bryan Ricci

Bryan J. Ricci, CFP®, CPA

Private Wealth Advisor, Investment Advisor Representative

(860) 582-3300

Daphne Roberson

Daphne Roberson

Investment Advisor Representative / Private Wealth Advisor

(860) 973-3214

Michael Schellinger

Michael Schellinger

Private Wealth Advisor, Investment Advisor Representative

(888) 694-7271

Dr. Sabrina Scott

Dr. Sabrina A. Scott

Private Wealth Advisor, Investment Advisor Representative

(678) 798-6084

Bianca Noiseux

Bianca Noiseux

Investment Advisor Representative , Private Wealth Advisor

(860) 956-5377

Mindy  Gallina

Mindy Gallina

Investment Advisor Representative

Steven   Minninger, Jr., MBA, CFP®

Steven Minninger, Jr., MBA, CFP®

Private Wealth Advisor, Investment Advisor Representative

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.