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Meet Us


Client Service Team

Samantha Powers

Samantha Powers

Client Service/Training & Technology Associate

Sidney Mao

Sidney Mao

Junior Client Service Associate

(860) 969-6092

Operations Staff

Gail Champiny

Gail Champiny

Operations Manager

(860) 969-6094

860-561-1018

Donna Gorman

Donna Gorman

Operations Specialist & Client Service Associate (Insurance)

(860) 969-6087

860-561-1018

Credentialed professionals dedicated to help you meet your goals.

Our dedicated and experienced team of professionals is here to offer you guidance in developing your personalize Total Wealth Plan and ensure you get access to the comprehensive and responsive services you need.


We are a Proud Partner of TANGO