Team

Beverly and her family reside in New Milford. Her hobbies include Quilting and Sewing. She hopes to have more time for hobbies soon! Bev’s, husband, Bill, is a corporate pilot. Their three boys, Matthew, Patrick, and Christopher, have...

Harsha has been working with Wayne's team since 2017 as an intern managing Wayne’s blog and website. Since graduating from Western Connecticut State University in 2020 with a degree in Management Information Systems, he has been using...

As a CERTIFIED FINANCIAL PLANNER TM professional serving families in the community for over 25 years, Wayne has a broad range of experience working with affluent families through the life cycle of wealth accumulation, preservation,...