My Team
My Colleagues
Hunter Stollman, CLU®, ChFC®, CFP®
Wealth Management Advisor
Professional Profile
Hunter has been in the financial services industry for 40 years and has been the recipient of numerous awards and acclamations such as the NAIFA National Quality Award and is a life member of the Million Dollar Round
Table. He holds his Series 7 and 65 securities licenses, life and health insurance licenses, and has earned the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) and the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification.
Specialties
Hunter's specialties include fee-based financial planning, investment advisory, trust services, and risk management (personal and business). His main responsibilities include overseeing plan design and implementation, business development, and ensuring our clients always receive exceptional advice and service.
Personal
Christopher H. Healey, CLU®, ChFC®, CFP®, CASL®
Wealth Management Advisor
Education
Bachelor's (Physics) - Denison University
Professional Profile
Chris has been a financial advisor for more than 15 years. Prior to joining our team, he spent 20 years as a floor trader and market maker for various investment firms. He holds his Series 7 and 66 securities licenses, life and health insurance licenses, and has earned the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) and the CERTIFIED FINANCIAL PLANNERTM(CFP®) certification.
Specialties
Field Director
Education
Bachelor's (Business Admin.) - Bryant University
Juris Doctorate - Quinnipiac University
Professional Profile
Daniel's expertise stems from his training as a tax and estate planning attorney. While earning his law degree, he held positions with numerous legal and financial firms and was the recipient of Quinnipiac's Distinguished Academic Achievement Award and James A. Trowbridge Professional Responsibility Award, among others. Daniel holds his Series 7 and 66 securities licenses, life and health insurance licenses, and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. He is an integral part of our team's succession plan and multi-generational planning approach.
Specialties
Daniel's specialties include estate planning, retirement planning, business succession/continuation, and tax-qualified strategies. His main responsibilities include plan design and implementation, business development, and ensuring our clients' needs are met with care and a deep understanding of their unique circumstances.
Personal
Born and raised in Connecticut, Daniel is highly involved in the local community supporting numerous charitable and philanthropic organizations. He enjoys spending time with his family in Branford and in the great outdoors
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Financial Representative
Education
Bachelor's (Pre Law) - Villanova University
Professional Profile
Marcus attended Villanova University where he graduated with his Juris Doctorate and a Masters of Law in Taxation. He holds his life and health insurance licenses in several states.
Specialties
Marcus's specialties include risk management (life, disability, long-term care), retirement planning, and education funding. He brings his vast network of young professionals and his millennial perspective to our tenured team. His main responsibility is to help ensure our client's have an adequate financial plan to combat uncertain times.
Personal
Born and raised in Connecticut, Marcus graduated from Choate Rosemary Hall. After returning from graduate school, he currently resides in Branford. He enjoys spending time with friends and family, and is an active member in local community organizations.
