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Connecticut

Dan Dionne

Thank you for considering me as your advisor. It is an honor to meet people where they currently are on their financial journey. Helping them remain fiercely intentional, not conventional, is one of…

Jesse Shaw

I am a financial advisor with over 15 years of experience spanning investment consulting, investment strategy and research, wealth management, and financial planning on both Wall Street and Main Stre…

Nils Anderson

You work hard for your money, and I believe you should feel confident about where it’s taking you. More than a decade ago, my wife, Brianna, and I were doing what felt pretty normal—we had consumer d…

Ryan Morris

I believe money should be a tool—not a source of stress. As a Ramsey SmartVestor Pro and fiduciary financial advisor, my mission is to help individuals and families gain clarity, confidence, and peac…