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Serving Clients in All 50 States, with Offices Expanding Across the United States.

Our History & Mission

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Stephen & Tiffany Gallo

In 2020, at the height of the pandemic, Stephen and Tiffany Gallo moved their family from the island of Nantucket, to the "quiet corner" of Woodstock, CT. With them they brought over 30 years combined experience in education, customer service and leadership.

 

Upon arriving in eastern Connecticut, they discovered that there was a need; not only in their community, but nationally, for financial education and proper planning.

Our Expert Team

Meet our team of financial professionals dedicated to providing top-notch services to our clients across the US. With a wealth of experience and a commitment to excellence, we are here to help you achieve your financial goals.

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Stephen Gallo

Senior Marketing Director

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Lyn Baker

Senior Associate & CFT

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Bryan Brain

Associate & CFT

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Tiffany Gallo

Licensing Coordinator

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Oscar Messenger

Senior Associate & CFT

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David Webb

Associate & CFT

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