Thomas Oakley

Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she is responsible for delivering customer service and supporting her team through coaching, feedback, and recognition. Prior to this, she held several roles at Fidelity Investments including Client Services Team Leader, OBTL, and CRM. Her professional experience also includes positions at Fairbanks Wealth Management as an Account Executive and at Janney Montgomery Scott as a Registered Client Associate and Assistant Branch Manager. Basia's work focuses on leadership, client services, and team development within the financial services sector. Outside of her professional responsibilities, Basia has personal interests that include cooking and baking, fitness, pets, and reading.

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and joined Merrill Lynch in 2015. His work primarily focuses on serving business owners, entrepreneurs, and corporate executives, addressing their distinct wealth management needs including financing, succession strategies, employee benefits, and complex financial planning. James holds the FINRA Series 7 and Series 66 registrations and the designation of Personal Investment Advisor (PIA). He earned his Bachelor's degree from William Paterson University. His approach to wealth management involves a detailed, consultative process that considers clients’ financial situations, goals, time horizons, liquidity needs, and risk tolerance. Leveraging Merrill Lynch’s resources, he offers strategies including portfolio management, stock option analysis, retirement planning, risk hedging, equity position monetization, and wealth transfer services. As a Senior Portfolio Advisor, he can manage custom investment strategies and discretionary portfolios through the firm’s Investment Advisory Program. Outside of his professional role, James participates in community organizations including the Appalachian Mountain Club, Red Cross, and USO. His personal interests include adventure sports, hiking, yoga, and spending time with his family. He emphasizes building long-term client relationships grounded in trust, credibility, and confidence.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.