I educate and empower international families and single women for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

I'm a dedicated financial professional with over a decade of experience, committed to helping my clients achieve their financial goals. Originally from Quito, Ecuador, I'm a first-generation immigrant who came to the United States to pursue my education and career. After a year of studying abroad in Paris in 2012, I earned my Bachelor's degree in Finance from Western Connecticut State University, marking the beginning of my journey in financial services. Since then, I've had the privilege of working closely with clients, guiding them through various financial landscapes. I believe in continuous learning and have invested in expanding my expertise to better serve their diverse needs. In 2022, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a testament to my commitment to upholding the highest standards in financial planning. Additionally, I hold multiple other designations from the American College of Financial Services, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional® (RICP®). When I'm not in the office, you can find me enjoying a round of golf, catching a tennis match, or cheering on my favorite soccer team. I also love exploring new destinations and trying out new restaurants. I live in Norwalk, CT, with my wife, Paula.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Anthony Carpentieri is a Private Wealth Advisor with Merrill Private Wealth Management and a managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group. He specializes in providing customized wealth management strategies and advice to senior executives, entrepreneurs, and families facing significant life events or transitions. His approach integrates multiple disciplines, including investment management, wealth transfer, credit, philanthropy, and family office services. He is recognized for his expertise in helping clients with concentrated wealth implement investment advisory and estate planning strategies to preserve wealth across generations while enhancing diversification. Anthony began his career at Merrill in 2007. He earned both a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as a Master of Business Administration in Management, from Iona College. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, the Certified Divorce Financial Analyst (CDFA®) certification, and the Personal Investment Advisor (PIA) credential. Anthony has been recognized on Forbes’ “America’s Top Next Generation Wealth Advisors” list from 2017 to 2023 and was part of the Erdmann, Giannetti, Brookfield, Carpentieri Group ranked among Barron’s “Top 50 Private Wealth Management Teams.” In addition to his professional pursuits, Anthony serves on the Board of Trustees for the Iona University Alumni Association. He also participates as a leading member of the Knights of Columbus and volunteers at the Community Cooperative Nursery School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.

John Horner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in the securities, investment management, and banking industries, with a background that includes extensive executive and relationship management roles both domestically and internationally. His expertise encompasses corporate executive services, executive compensation, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, as well as sports and entertainment and retirement income planning. John holds a Bachelor of Science in Foreign Service with a focus on International Economics from the Georgetown University School of Foreign Service. He is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. In addition to his professional responsibilities, John serves his community as Commissioner of the New Canaan Fire Department and participates in various organizations such as the New Canaan Fire Company No. 1, Trout Unlimited, and the National Sporting Clays Association. He is also involved with the Darien Chamber of Commerce and the Fairfield County Fish & Game Protective Association. Outside of his professional and community commitments, John has personal interests in baseball, fishing, golfing, hunting, soccer, and traveling.

Robert Cappiello is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance to clients on managing their investment portfolios and financial planning. He holds the professional designation of Personal Investment Advisor (PIA), which reflects his expertise in advising individuals on personal investment strategies. Robert earned his Bachelor's Degree from the University of Connecticut. This combination of education and professional designation supports his work in helping clients meet their financial goals through tailored wealth management solutions.

Lope Choa is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies that align with their long-term goals. His approach involves a comprehensive understanding of each client’s full financial picture, and he utilizes resources from Merrill and Bank of America to provide investment insights as well as banking and lending solutions. Choa’s areas of expertise include portfolio management services, individual and corporate investment strategies, and retirement income planning. He holds a Bachelor’s Degree from the University of Florida and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Committed to community involvement, Choa participates in local volunteer organizations and integrates this service-oriented philosophy into his client relationships. Outside of work, he enjoys baseball, biking, and golfing.

Elizabeth Maccarone is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with high-net-worth individuals and their families to develop personalized and comprehensive financial strategies. Her areas of expertise include investment management, retirement planning, liability management, and multigenerational planning. Elizabeth places importance on building relationships with families, including engaging the next generation. Elizabeth began her career as a Business Development Associate at a boutique investment firm specializing in commodities and futures trading. She holds a dual bachelor’s degree in Finance and Marketing from Fairfield University. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional role, Elizabeth enjoys biking, cooking, photography, reading, traveling, and spending time with her family. Her planning approach focuses on collaborating with clients to create personalized financial strategies designed to help them pursue their goals.