Our Team
John F. Pearson, CPA*
Financial Planner | Financial Services Executive | Investment Advisor Representative
(203) 658-1999
John 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 accounting. He enjoys...
Joseph F. Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®
Financial Planner | Financial Services Representative | Investment Advisor Representative
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,...
Michael D. Bogardus, CFP®, ChFC®, AIF®
Financial Planner | Financial Services Representative | Investment Advisor Representative
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,...
Donny Ek, CFP®, ChFC®, AIF®, CCPS®
CERTIFIED FINANCIAL PLANNER™ professional | Financial Advisor | Investment Advisor Representative
As a CERTIFIED FINANCIAL PLANNER™ professional, Donny acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their...
Support Team
HERE IS WHAT WE VALUE IN FORMING OUR RELATIONSHIPS WITH CLIENTS.
- Creativity: We feel our greatest strength is developing creative solutions for our clients college funding and other financial concerns.
- Integrity: Our clients trust us, knowing that we place their interests above our own.
- Education: We believe in the value of educating clients about how to navigate this complex financial world, so that together we can make common sense decisions, even in times of crisis.
- Karma: We often offer our ideas and concepts without cost or obligation, offering workshops without cost, and speaking to groups of attorneys, CPA’s and other related fields. We continually find that generosity comes back to us tenfold.
- Family: We feel strongly about helping newer generations prepare for an ever more complex life in the future. That’s why we concentrate on higher education… we feel helping families manage the cost of college ultimately helps our country be better equipped for tomorrow.
