Anthony J. Fortuna, CRPC®

Anthony functions as a financial investment Advisor and you may provides more 20 years of expertise from the monetary services industry to Essex Economic. The guy works closely with customers to develop financial preparations predicated on their existence specifications. This tactic is targeted on enabling his members be more pretty sure about managing their financial expectations. Anthony’s aspects of attract tend to be property believe, retirement money steps, wealth conservation, team series planning, and you will tax management strategies.

W. Timothy Furgueson

Tim began their profession in the financial support business when you’re browsing Roanoke College, doing work for Wheat Basic Ties. Through to graduating, the guy entered Smith Barney’s The latest Retreat place of work, and recently, new Essex workplace, in which he spent some time working once the an elderly Profile Manager and Financial Think Pro to possess sixteen years. Then, Tim registered Essex Monetary in which they have been able to to obtain their goal of selecting a better way to meet clients’ demands thanks to a help situated, client-centric, and separate financial attributes business.

Kristin Age. Green, AIF®, CRPC®

Kristin was an economic Coach with more than two decades of expertise on the loans globe. Kristin entered Essex Financial for the es Sullivan in addition to Retirement Package Qualities group in helping company subscribers having handling of the company backed later years preparations whilst providing personal monetary attending all employees just who gorgeousbrides.net imperativ hyperkobling participate. Kristin also provides full monetary gonna private readers and acting as a fiduciary, helps advancing years package readers as a result of their transition with the old age. Kristin also centers on planning for women and millennial people.

Kristin gained the fresh Accredited Funding Fiduciary® (AIF®) Designation on the Center to own Fiduciary Studies as well as the Chartered Retirement Considered Specialist SM (CRPC®) regarding the College away from Financial Believe. She currently holds their own 65 ties permit together with State of Connecticut Life insurance policies and you may Changeable Deals Permits.

David F. LaMay, CFP® CPWA®

Dave been his industry because the a monetary Mentor from inside the 1991. Becoming an excellent Fiduciary, he brings collection administration, financial believe and you can contacting to help you private, household members, business rather than-for-earnings clients.

Dave obtained their Bachelor away from Research knowledge within the Economic Administration out-of Franklin Enter College or university along with his MBA on College or university from Connecticut. He has got completed extra training software within School of il, Booth College or university away from Company, Columbia School and also the Yale School away from Management that is a beneficial person in the new Investments & Riches Institute™

Dave is a certified Economic Coordinator™ and you will Certified Personal Riches Mentor® elite group. The guy retains brand new Collection 65 bonds licenses, and Condition off Connecticut Insurance and you will Adjustable Agreements permits.

Mixed up in society, Dave was a Middlesex Wellness, Corporator which can be an active person in the old Saybrook Flames Agency and you will Dated Saybrook Ambulance Connection. Dave served to have 16 age once the a person in the outdated Saybrook Panel regarding Loans, along with ten as its chairman. A graduate of Xavier High school inside Middletown, Dave served half a dozen years with the Xavier Senior school Alumni Connection Panel out of Directors. He is an enthusiastic Adjunct Professor of Loans during the Main Connecticut Condition School.

Michael R. LaRiviere, CFP®, AIF®

He’s near to two decades regarding financial features feel. Michael’s number one interest is found on understanding the book issues and you may objectives from high online really worth investors because they package the monetary futures. Michael focuses primarily on complete retirement income considered, funding think, personal funds, taxes and you may money management.

Michael is an official Economic Coordinator™, an expert designation the guy reached owing to Boston University’s Elite group Degree Program. Michael and additionally keeps the newest Series eight, 63 and you will 65 securities licenses in addition to County from Connecticut Life insurance policies and you may Adjustable Deals Licenses. Prior to joining EFS, Michael invested thirteen age that have Fidelity Expenditures in various opportunities also compared to Vice president, Elder Account Administrator in their Individual Website subscribers Class.