Your Financial Advisers

We have aligned with an advanced planning team that serves as a resource for clients as well as our firm.

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Tom Gartner CFP

Tom Gartner : Tom has a degree in Finance from the University of San Diego, and is a Certified Financial Planner practitioner.  He was recently honored with a Best in Client Satisfaction Award from Twin Cities Magazine.

 

 

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James Peterson

James Peterson is a Registered Representative and Financial Advisor of Park Avenue Securities LLC.  Jim is also a Financial Representative of, the Guardian Life Insurance Company of America, New York, NY.

 

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Matthew Tuttle CFP

Matthew Tuttle, CFP, MBA is a familiar face amoung the financial media.   He is a frequent guest on Fox Business News, and BusinessWeek TV.
He is the author of How Harvard & Yale Beat the Market, and Financial Secrets of my Wealthy Grandparents.  He also received the Fairfield County’s ( Connecticut) 40 Under 40 Award.

Matthew’s Blog

 

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