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About Us
The Pursuit of Peace of Mind

We’re focused on what matters most to you. By crafting personalized plans that reflect your unique vision, we work side-by-side with you to pursue lasting financial progress. With insight, dedication, and a forward-thinking approach, we help bring your goals to life.

Financial Planners

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Brian  Eberle

Brian Eberle, CFP®, RICP®, CLTC 

Certified Financial Planner® Professional | Financial Services Representative | Investment Advisor Representative

(860) 895-6335

Mathew  DeGroff

Mathew R. DeGroff, CFP®

Certified Financial Planner® Professional | Financial Services Representative | Investment Advisor Representative

(860) 258-3850

T.J.  DiFiore

T.J. DiFiore

Financial Planner | Financial Services Representative | Investment Advisor Representative

(860) 258-3841

Support Staff

Alexa  Bonnes

Alexa Bonnes

Business Operations Coordinator | Registered Associate

(860) 218-2887

Wealth Strategies Resources

John  Foreman

John Foreman, CIMA® MBA

Vice President, Investments

Kate  Cassidy

Kate Cassidy, JD*

Vice President, Advanced Markets

Greg  Wachter

Greg Wachter

Vice President, Risk Management

Beverly  Wright

Beverly Wright

Vice President, Worksite Products

Niko  Vamvakas

Niko Vamvakas, RICP

Vice President, Retirement Planning Solutions

Contact Us
Ready To Turn Your Financial Dreams Into Reality?

The future doesn’t wait—and neither should you. Let’s break through the noise and build a strategy that puts you in control. Whether you're planning your dream home, securing a smooth retirement, or preparing for life's next big step, we’re here to make it happen—boldly and confidently.

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