Broker Check

Our Team

John Pearson, CPA, CASL®

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 658-1951

(203) 658-1999

[email protected]

John F. Pearson, CPA, CASL® is a practicing Financial Advisor and Financial Services Executive with over 30 years of industry experience. John graduated from the University of Bridgeport in 1976 with a Bachelor of Science degree in...

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Joseph F. Bogardus, CFP®, ChFC®, AIF®, LUTCF

Financial Planner

(203) 513-6383

[email protected]

Joseph is a Certified Financial Planner™ professional. A graduate of the University of Richmond, Joseph has a degree in finance and management. In his spare time, Joseph enjoys both watching and playing a variety of sports,...

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Michael Bogardus, CFP®, ChFC®, AIF®

Financial Planner

(203) 513-6375

[email protected]

Michael is a Certified Financial Planner™ professional. Michael is a graduate of the University of Richmond where he earned a Bachelor of Science degree in business administration. Michael currently resides in Fairfield County,...

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Kristen Hopewood

Personal Marketing Assistant

(203) 513-6318

Theresa Dimas

Client Associate Coordinator

(203) 513-6356

Kelly Tamborino

Client Associate Coordinator

(203) 513-6140

Lu Vitti

Client Associate Coordinator

Donny Ek

Client Service Associate

(203) 513-6286

[email protected]

Donny is responsible for the efficient processing of insurance related new business applications and works with our clients to ensure professional service through the new business process.
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