With family at the center of everything I do, I help you build, manage, and protect your wealth—so your loved ones inherit clarity, not chaos. As a family wealth advisor specializing in estate planning, my work goes beyond documents. I help families align their estate plan with their retirement strategy, tax decisions, and investments—so everything works together as one coordinated plan. Too often, I meet families in the middle of avoidable situations: messy estate settlements, unexpected tax bills, unclear wishes, and financial decisions made under pressure. What should be a time of support turns into confusion, conflict, and costly mistakes. I built my firm to change that. Through thoughtful estate planning, retirement planning, tax strategy, and investment management, I help families stay organized, intentional, and prepared—so when the time comes, everything is handled the way you intended. If you’re worried your family might one day have to untangle a financial mess—or you’ve seen it happen and want to do better—let’s talk. Schedule a free 30-minute consultation and start building a legacy your family will be proud of.

Dennis O'Connor is the sole advisor at Brae Head, Inc. in Essex, CT, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Brae Head, Inc. since 1997. Brae Head, Inc. provides fee-only, discretionary portfolio management and basic financial planning to individuals, families, trusts, businesses, and retirement plans, including charitable organizations. The firm uses a disciplined, systematic investment process based on Modern Portfolio Theory and actively manages diversified equity and fixed-income portfolios, serving a relatively small client base with approximately $82 million in assets under management.

Richard Nichols is a financial advisor at Dewitt Capital Management LLC with 30 years of industry experience. He holds a Series 65 designation and has been with Dewitt Capital Management since 1995. Dewitt Capital Management provides personalized financial planning and investment management services to individuals, trusts, and estates. The firm operates on a fee-only basis, managing accounts on a discretionary basis using a variety of investment strategies and emphasizes comprehensive reviews of clients’ broader financial affairs.

Frank Flores is a CFP® with 42 years of experience in the financial services industry. He is the sole advisor at Sound Planning and Investments, LLC, an independent firm he founded in 2017 after prior roles at National Planning Corporation and LPL Financial LLC. He also holds a license as an insurance agent specializing in life, long-term care, and fixed annuities. Sound Planning and Investments, LLC provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, and small businesses. The firm focuses on asset allocation tailored to client goals and risk tolerance, using fundamental and technical analysis to select long-term holdings, primarily through non-discretionary relationships.

Douglas Brenneman is the sole advisor at Brenneman Investment Adviser, LLC, located in Centerbrook, CT. He holds the CFA® designation and Series 63 license, with 21 years of industry experience. He has led Brenneman Investment Adviser since 2004. Brenneman Investment Adviser, LLC offers discretionary and non-discretionary investment management and financial planning to individual investors and small business clients. The firm employs a disciplined, active money-management approach, combining tactical and strategic asset allocation with diversification across multiple asset classes, and provides specialized services such as a "Fund Only" option for employer-sponsored retirement plans.

Lawrence Kaplan is a financial advisor at Summit Investment Management, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Summit since 2009. Kaplan is also a licensed insurance agent in Lyme, CT, selling insurance products alongside his advisory work. Summit Investment Management provides individualized investment advisory and consulting services to individuals, including high net-worth clients, using tailored portfolios that may include stocks, bonds, mutual funds, ETFs, and private securities. The firm’s investment approach is based on fundamental analysis and asset-allocation principles, offering ongoing asset management, financial planning, and consulting engagements.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Emily Wood is a CFP® professional with nine years of industry experience, currently serving as an advisor at Jeffrey N. Mehler, CFP LLC. She previously worked at Connecticut Wealth Management, LLC and Asset Strategies, Inc. Wood is a board member of Advancing Connecticut Together and the Simsbury Meadows Performing Arts Center. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized financial planning and investment management services, employing a range of strategies including derivatives and margin transactions.

Michael Berry is a financial advisor at Apricity Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Addicus Advisory, LLC, Lion Street Financial, MSF Investment Advisory LLC, and Michael Scott Financial Group, LLC. Berry is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing fundamental analysis to build primarily long-term portfolios focused on low-cost, diversified ETFs, while maintaining flexibility to use other investment vehicles when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Addicus Advisory, LLC and Michael Scott Financial, LLC. In addition to her advisory role, she serves as president of Apricity Advisors, LLC, where she is a licensed insurance agent involved in insurance sales and implementation. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm primarily employs fundamental analysis to build long-term, low-cost, diversified portfolios, with discretionary management and regular account monitoring.