Broker Check


When clients work with us, they can expect an advisor that doesn’t confuse them with industry jargon. We work in a low-pressure environment and as an independent firm, we have no incentive to sway clients to purchase particular services or products. Instead, we strive to help guide each client to a financial strategy that is right for them and their families. Whatever a client's concerns are, we can help answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We decided to form our independent practice because we both operate under the same ideology: serve their clients first, last, and always. Meet your advisors:


Doug Turner

Financial Advisor

(860) 904-4543

(860) 408-9519

Doug is a financial advisor who specializes in retirement income planning and investment planning with a focus on risk management. While he has the knowledge and experience to help clients through many life milestones, he specializes...

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David R. Neal CRPC®, CRPS®

Financial Advisor

(860) 904-4542

David is a financial advisor dedicated to helping clients develop and execute plans to accomplish their goals. He specializes in retirement income planning and investment risk management and enjoys being able to help his clients...

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Penny Nasiatka

Vice President, Operations

(860) 784-2610

(860) 408-9519

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