Anthony J. Fortuna, CRPC®

Anthony serves as a good investment Advisor and brings more 20 years of experience throughout the economic services community to Essex Economic. The guy works together with clients to create financial plans centered on the existence needs. This strategy targets enabling his website subscribers become more convinced about managing their financial objectives. Anthony’s regions of appeal become estate thought, old-age income measures, wide range conservation, team series believed, and you will taxation management procedures.

W. Timothy Furgueson

Tim began their occupation throughout the resource industry when you’re browsing Roanoke School, doing work for Wheat Basic Ties. Abreast of graduating, the guy joined Smith Barney’s Brand new Retreat workplace, and has just, the fresh Essex place of work, in which the guy has worked given that an older Portfolio Movie director and you may Monetary Thought Expert to possess sixteen ages. Next, Tim inserted Essex Monetary where he’s got were able to in order to get their aim of in search of a better way to meet clients’ means because of a help centered, client-centric, and independent economic features organization.

Kristin E. Environmentally friendly, AIF®, CRPC®

Kristin was a monetary Advisor along with 2 decades of experience about loans industry. Kristin registered Essex Economic in the es Sullivan and the Old age Bundle Properties team in aiding organization readers with handling of their bride turkish workplace backed retirement arrangements while also giving individual financial planning to every group which take part. Kristin even offers full economic going to individual customers and you will acting as a great fiduciary, helps senior years plan readers using the changeover toward advancing years. Kristin along with targets planning for female and you will millennial dealers.

Kristin acquired the Accredited Funding Fiduciary® (AIF®) Designation on Cardiovascular system for Fiduciary Studies and Chartered Advancing years Believed Counselor SM (CRPC®) regarding School away from Financial Believed. She already retains their particular 65 ties permit and Condition out-of Connecticut Life insurance coverage and Variable Deals Permits.

David F. LaMay, CFP® CPWA®

Dave become their community due to the fact an economic Mentor in 1991. Acting as an excellent Fiduciary, the guy provides portfolio administration, monetary considered and you can consulting to individual, family, business rather than-for-finances subscribers.

Dave gotten his Bachelor away from Science training inside Monetary Administration out of Franklin Pierce College or university with his MBA regarding the University out of Connecticut. They have accomplished supplemental studies programs at College away from Chicago, Booth School out of Team, Columbia University additionally the Yale School off Government that is a good member of the newest Assets & Wide range Institute™

Dave is an authorized Economic Planner™ and you will Certified Private Money Coach® elite. The guy retains the Show 65 securities permit, and County out-of Connecticut Life insurance coverage and you may Changeable Contracts licenses.

Involved in the people, Dave are good Middlesex Health, Corporator which will be a working person in the old Saybrook Fire Agencies and you may Dated Saybrook Ambulance Relationship. Dave supported having 16 years given that a member of the old Saybrook Board off Money, also 10 as the chairman. A graduate from Xavier Twelfth grade in Middletown, Dave supported half a dozen years to the Xavier High school Alumni Association Board away from Directors. He is an enthusiastic Adjunct Teacher out-of Fund during the Main Connecticut County College.

Michael Roentgen. LaRiviere, CFP®, AIF®

He’s got close to two decades out of financial attributes sense. Michael’s primary appeal is on knowing the novel inquiries and expectations regarding large online worthy of people as they bundle their financial futures. Michael specializes in full old age money think, financing believe, private finance, fees and wealth management.

Michael is actually an official Economic Planner™, an expert designation the guy reached as a result of Boston University’s Professional Degree Program. Michael including retains the Show eight, 63 and you may 65 securities certificates as well as the Condition out-of Connecticut Insurance and you may Changeable Deals Permits. Before joining EFS, Michael spent thirteen age which have Fidelity Assets in a variety of roles together with that Vp, Elderly Membership Exec inside their Private Members Group.