Experience

California Insurance License #1128528

David brings over 40 years of portfolio management and financial planning experience to the team. He works with clients to develop tailored wealth management strategies and retirement plans that align with their goals. Leveraging his knowledge of the financial markets, David helps our clients make informed decisions, providing them with reassurance that their financial future is being professionally and appropriately managed. He is an alumnus of Drew University with a B.A. in Political Science and History.

David resides in West Hartford, CT, and Wilmington, VT, with his wife, Lisa, their grown sons and two French Bulldogs. He is an avid golfer and paddleboarder.

California Insurance License #0K67410

With over 30 years of wealth management and consulting experience, Greg focuses on serving the investment and planning needs of individuals, multi-generational families, companies, and nonprofit organizations. A co-founder of Integrated Wealth Management, Greg works closely with individuals seeking to exit and monetize their businesses. He also heads the Group’s Retirement Plan Consulting practice and holds the Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations. Greg often presents nationally to groups on best practices, minimizing fiduciary risk, leadership philosophies, and team development.

An alumnus of Western New England University with honors, Greg and his family reside in West Hartford, CT, where he pursues a plethora of outdoor activities.

California Insurance License #0K67121

Upon graduating with a degree in finance from Fairfield University's Dolan School of Business in 2008, Rob was identified via a national search and admitted into a comprehensive wealth management training program. Rob joined the Group in 2009 and leads the servicing of the team's retirement plan business. He provides ongoing support to plan sponsors and participants via plan conversion oversight, participant enrollment, investment education, risk management, quarterly plan investment reviews and retirement plan design. Rob previously served as a resident planner in UBS' Regional Consulting Center in Boston, where he assisted high net worth clients in achieving their retirement goals through comprehensive financial planning. Rob maintains several securities licenses and resides in North Haven, CT, with his wife.

With close to 20 years in the financial services industry, Stephen has progressed through various roles. He brings vast wealth management experience and serves in multiple capacities on the team, with expertise in developing customized financial plans, firm trading platforms, and investment analysis. Conducting detailed discoveries and gaining a thorough understanding of a client’s asset allocation and scenario are central to his approach, enabling portfolio positioning to align with each client’s individual risk tolerance, goals, and objectives. From an asset management perspective, Stephen performs a wide range of trading and analytical functions, including security selection and asset allocation analysis.

Stephen is an alumnus of Roger Williams University, where he earned a bachelor’s degree in Philosophy. He initially pursued a career in law and attended New England School of Law in Boston before deciding to change courses and pursue his passion for finance and capital markets.

On a personal note, Stephen enjoys the outdoors and spends his free time kayaking, backpacking, fly fishing, and snowboarding.

Carly is a key contributor supporting the team’s Retirement Plan and Institutional client relationships. She works closely with plan sponsors, recordkeepers, participants, and trustees to support the effective administration and oversight of retirement plans and foundations. Carly’s responsibilities include reporting and analysis, recordkeeper interactions, fee benchmarking exercises, and delivering participant investment and financial planning education. Carly previously worked in nonprofit organizations in Utah and Connecticut, where she developed strong foundations in administration, finance, communications, and development—experience that continues to fuel her thoughtful, detail-oriented approach to client service.
Carly graduated from the University of Vermont with a degree in Political Science and Spanish. Outside of work, she enjoys mountain biking, backcountry skiing, live music, and spending time with her family. She resides in Avon, CT, with her husband, kids, and dog.

Patti has been committed to providing exceptional client service since entering the industry in 1987. She is the familiar voice on the other end of the phone for clients. She continually strives to earn clients' continued trust, confidence and offer efficient assistance. Patti coordinates the Group's day-to-day operations, maintains business management systems and enhances service models to improve client satisfaction. Patti maintains several securities licenses. She resides in Wethersfield, CT, with her husband and two children.