ETPCEC Alphabetical Membership List Last update 09/29/2011
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1 ETPCEC Alphabetical Membership List Last update 09/29/2011 Deborah J. Adam The Washington Trust Company 23 Broad Street Tel: (401) Fax: (401) /17/07 Carl D. Anderson Anderson Law Firm, P.C. 82 Chelsea Harbor Drive Norwich, CT Tel: (860) Fax: (860) /20/06 Charles C. Anderson Waller, Smith & Palmer, P.C. 52 Eugene O'Neill Drive PO Box 88 Tel: (860) Fax: (860) /02/04 Robert P. Anderson, Jr. Waller, Smith & Palmer, P.C. 52 Eugene O'Neill Drive PO Box 88 Tel: (860) Fax: (860) Lois G. Andrews Andrews & Young, P.C Hartford Turnpike Waterford, CT Tel: (860) Fax: (860) Neil G. Ballotte, Brown & Knapp/Northwestern Mutual Financial Network 531 Main Street Branford, CT Tel: (203) ext 27 Fax: (203) Category: Insurance
2 Elizabeth Benoit The Washington Trust Company 23 Broad Street Tel: (401) Fax: (401) Catergory: Banking Neal M. Bobruff, J.D., LL.M Law Offices of Neal M. Bobruff 49 Whitehall Avenue Tel: (860) Fax: (860) Thomas J. Britt Benchmark Wealth Management 83 Halls Road, Ste 201 P.O. Box 525 Old Lyme, CT Tel: (860) ext 103 Fax: (860) Laurel A. Butler Morgan Stanley Smith Barney 12 Roosevelt Avenue Tel: (860) Fax: (860) Ray J. Castaldi, CLU, ChFC Castaldi Financial Solutions 86 Beach St. Tel: (401) Fax: (401) Jean H. Ceddia, Esq. (Vice-President, Board of Directors) Tedford & Ceddia, PC 11 Mason's Island Rd. Tel: (860) Fax: (860) /1/08
3 James A. Chambers II UBS Financial Services 2 Union Plaza Tel: (860) Fax: (860) james.chambers@ubs.com 11/02/04 Joseph A. Cipparone, JD, CFP (Board of Directors) Kepple, Cole-Chu, Cipparone, Avena & Zaccaro, PC 261 Williams St. Tel: (860) Fax: (860) jac@kccaz.com Lynn T. Cravinho, JD, CPA (President - Board of Directors) Morgan Stanley Smith Barney 64 South Main Street Essex, CT Tel: (860) Fax: (860) lynn.t.cravinho@mssb.com Paul E. Cravinho Cravinho's Tax Service, Inc. 274 North Water Street Stonington, CT Tel: (860) pcravinho1@aol.com Category: Tax James A. Crawford, CFP The Financial Workshop, Inc. 400 Bayonet St., Suite 306 Tel: (860) Fax: (860) james.a.crawford@raymondjames.com 11/10/07 Matthew J. Curtiss, Atty Block, Janney & Pascal, LLC 12 Roosevelt Avenue Tel: (860) Fax: (860) mcurtiss@bjplawyers.com Galan G. Daukas, CFA, CFP Washington Trust Company Wealth Management 23 Broad Street Tel: (401) Fax: (401) gdaukas@washtrust.com 2/10/06
4 Henri M. David, Jr. Vice-President Resources Management Corp 433 South Main Street, Suite 200 West Hartford, CT Tel: (860) Fax: (860) Jerry Delmato Liberty Bank 55 High St. Middletown, CT Tel: (860) Fax: (860) /17/07 Category: Reverse Mortgages Mildred E. Devine, CTFA, AEP Dime Bank 290 Salem Turnpike Norwich, CT Tel: (860) Fax: (860) /1/08 Patricia M. Dillon The Washington Trust Company 23 Broad Street Tel: (401) Fax: (401) /02/04 Richard D. Dixon, Esq. (Board of Directors) Richard D. Dixon Attorney at Law 15 Holmes Street Tel: (860) Fax: (888) Michael C. Doherty, Jr., ChFC, CLU, CSA Doherty Financial Services, LLC P.O. Box 508 Uncasville, CT Tel: (860) Fax: (860) /22/06 Carl Donatello, ChFC, CLU USB Financial Services 265 Church Street New Haven, CT Tel: (203) Fax: (203)
5 Susan M. Dowling UBS Financial Services 2 Union Plaza Tel: (860) Fax: (860) susan.dowling@ubs.com John H. Driscoll, Jr., J.D., LL.M, CFP, CLU, ChFC Webster Financial Advisors City Place II, 185 Asylum St. 3rd Floor Hartford, CT Tel: (860) Fax: (860) jdriscoll@websterbank.com 1/25/08 Susan A. Ebersole, CPA William J. Ebersole, CPA 567 Vauxhall Street Ext. Ste. 307 Waterford, CT Tel: (860) Fax: (860) wjeber@aol.com 11/02/04 Category: Accounting William J. Ebersole, CPA, CFP William J. Ebersole, CPA 567 Vauxhall Street Ext. Ste. 307 Waterford, CT Tel: (860) Fax: (860) wjeber@aol.com 11/02/04 Category: Accounting Adele P. Edgerton Law Office of Paul E. Farren 94 Prospect Street New Haven, CT Tel: (203) Fax: (203) apedgerton@paulfarrenlaw.com Brent Eugenides CFP LPL Financial 142 Thames Street Groton, CT Tel: (888) beugenides@yahoo.com Alice Fitzpatrick The Community Foundation of Eastern CT 147 State Street Tel: (860)
6 Fax: (860) Category: Planned Giving Darrell Fox Wells Fargo Advisors City Place II, 185 Asylum Street Hartford, CT Tel: (860) Fax: (860) Graham H. Gavert Lawrence & Memorial Hospital 365 Montauk Avenue Tel: (860) Fax: (860) /17/07 Category: Planned Giving Todd A. Gestrich Navy Federal Investments & Insurance 24 Sailfish Drive Groton, CT Tel: (860) Fax: (860) /27/08 Category: Insurance Simone M. Gladstone, CFP Morgan Stanley Smith Barney 64 South Main Street Essex, CT Tel: (860) Fax: (860) Olympia R. Graeve The Washington Trust Company 23 Broad St. Westerly, RI Tel: (401) Fax: (401) /1/08 Royden A. Grimm, MBA, CFP Merrill Lynch 38 East Main St. Tel: (860) Fax: (860) /17/07 Lori L. Harrison Washington Trust Company 23 Broad Street
7 Tel: (401) Fax: (401) /02/04 Robert C. Henderson, AAMS (Secretary - Board of Directors) Landsdowne Wealth Management, LLC 31 Willow Street, 2nd floor Tel: (860) Fax: (866) bhenderson@lwmwealth.com Paul G. Holland, Jr., JD, LLM Holland Law Offices 4 Fort Hill Road Groton, CT Tel: (860) Fax: (860) pholland@hollandprobatelaw 9/1/08 Category:Law Marianne C. Holly, RHU, LUTCF P.O. Box 31 Tel: (860) Fax: (860) mcholly@snet.net 06/22/06 Category: Insurance Wade D. Jensen, Esq. Hoops & Jensen, LLC 19A Thames St. Groton, CT Tel: (860) Fax: (860) wjenson@hoopslaw.net 11/16/06 Philip M. Johnstone, Esq. Waller, Smith & Palmer, P.C. 52 Eugene O'Neill Drive PO Box 88 Tel: (860) Fax: (860) pmjohnstone@wallersmithpalmer.com 11/02/04 Susan Jones, CPA (Treasurer - Board of Directors) Gothie, Hoyt & Filippetti 112 New London Road Groton, CT Tel: (860) Fax: (860) sjones@mysticcpa.com Category: Accounting Goerge Kennedy, Esq. The Kennedy Law Firm P.O. Box 485
8 Jewitt City, CT Tel: (860) Fax: (860) Suzanne D. Kitchings, Esq. Kitchings & Potter, LLC 7 Halls Road PO Box 187 Old Lyme, CT Tel: (860) Fax: (860) skitchings@snet.net 11/10/07 Craig R. Koehler, CLU, ChFC (Immediate Past President - Board of Directors) Koehler Financial Services 14 Masons Island Road Unit 4B P.O. Box 489 Tel: (860) Fax: (860) Craig@koehlerfinancialservices.com Category: Insurance Laura Krupa, CPA Goldblatt Bokoff, LLC 457 West Main Street Norwich, CT Tel: (860) Fax: (860) laura@goldblattbokoff.com Category: Accounting P. Michael Lahan Law Office of P. Michael Lahan 53 Lafayette Street Norwich, CT Tel: (860) Fax: (860) mlahan@snet.net Jon D. Lallo Orsinger & Nardone 53 High Street PO Box 558 Tel: (401) Fax: (401) jdi@oanlaw.com 11/02/04 Rogean B. Makowski The Washington Trust Company 23 Broad Street Tel: (401) Fax: (401) rbmakowski@washtrust.com 11/02/04
9 Terrence J. Malaghan, CPA Sansiveri, Kimball & McNamee, LLP 107 airport Road, Lower Level Tel: (401) Fax: (401) /16/06 Category: Accounting Moira B. Martin, Esq. (Board of Directors) Essex Savings Bank 35 Plains Road P.O. Box 950 Essex, CT Tel: (860) Fax: (860) /1/08 Thomas N. McAvoy, Jr., CTFA (Board of Directors) Dime Bank. 290 Salem Turnpike Norwich, CT Tel: (860) Fax: (860) /1/08 Johanna McCormick Linda J. Kidder Assoc 567 Vauxhall St. Ext Ste 130 Waterford, CT Tel: (860) Fax: (860) Karen A. McDaniel, CTFA US Trust/Bank of America Wealth Management 99 Founders Plaza, CT East Hartford, CT Tel: (877) Fax: (860) James C. McGuire, Esq. McGuire & McGuire 68 Federal Street PO Box 270 Tel: (860) Fax: (860) Kathleen A. McNamara, JD Provatas & McNamara, LLC 516 Vauxhaul St, Suite 203 Tel: (860) Fax: (860)
10 9/12/06 William P. Middleton, CFP Sound Portfolio Advisors, LLC 3 Fort Rachel Place Tel: (860) Fax: (860) bill@soundportfolios.com 10/17/07 Granville R. Morris, Esq. Essex Savings Bank 35 Plains Road P.O. Box 950 Essex, CT Tel: (860) Fax: (860) gmorris@essexsavings.com 9/1/08 Lisa Newfield McCartney Fingar, LLP 11 Martine Avenue White Plains, NY Tel: (914) Fax: (914) lnewfield@mccarthyfingar.com Paul D. Nunes Washington Trust Company 23 Broad Street Tel: (401) Fax: (401) pdnunes@washtrust.com 10/17/07 Nicholas M. Orobello, CLU, ChFC, CIC, RHU, REBC, RIA Orobello & Associates, Inc. 567 Vauxhall Street Ext., Suite 122 Waterford, CT Tel: (860) Fax: (860) nickorobello@yahoo.com 11/16/06 John C. Parker, RHU, LTCP Parker Agency 47 Laurel Hill Drive Niantic, CT Tel: (860) Fax: (860) John@longtermcareins-ct.com 9/12/06 Category: Insurance Katherine Irene (Kip) Parker Community Foundation of Eastern CT 147 State Street
11 Tel: (860) Fax: (860) Category: Planned Giving Theodore Parker, CFP Parker Financial Planning, LLC 28-G Cottrell Street Tel: (860) Fax: (860) /02/04 Donald Patenaude Guilford Savings Bank 635 Boston Post Road Guilford, CT Tel: (203) Fax: (203) Margery Petterson U.S. Trust/Bank of America 157 Church Street, CT New Haven, CT Tel: (203) Fax: (203) Derek Pirruccello (Board of Directors) Merrill Lynch P.O. Box Tel: (860) Fax: (860) Susan Pochal, Esq., JD Pochal & Pochal, LLC 86 Denison Avenue Tel: (860) Fax: (860) /1/08 Edward B. Potter, Esq Kitchings & Potters, LLC 7 Halls Road PO Box 187 Old Lyme, CT Tel: (860) Fax: (860) epotter@snet.net 11/10/07 Teresa Prue Savings Institute Bank & Trust Co.
12 80 Stonington Road Tel: (860) Fax: (860) /12/06 John P. Read Wells Fargo Advisors 86 Denison Avenue Tel: (860) Fax: (860) Jack Reardon Law Offices of Jack Reardon 222 Old Boston Post Rad Old Saybrook, CT Tel: (860) Fax: (860) Charles Rousseau, CFP, CLU, ChFC, CRPC New England Financial 774 Broad St. Waterford, CT Tel: (860) Fax: (860) /17/07 Genevieve K. Schies Backus Foundation, Inc. 326 Washington Street Norwich, CT Tel: (860) Fax: (860) /02/04 Category: Planned Giving Nancy Seely-Butler, CFP, CSA, CDFA, CLTC Seely-Butler Pellish Ameriprise Financial Services 495 Gold Star Highway, Suite 100 Groton, CT Tel: (860) Fax: (860) /10/07 Joseph J. Selinger, Jr. JD Tobin, Carberry, O'Malley, Riley & Selinger PC P.O. Box 58, 43 Broad St. Tel: (860) Fax: (860)
13 11/10/07 Crystal Sides Guilford Savings Bank 625 Boston Post Road Guilford, CT Tel: (203) Fax: (203) Gertrude B. Smith 168 Jerry Browne Road Unit 6309 Tel: (860) Category: June D. Strunk, CFP Morgan Stanley Smith Barney 12 Roosevelt Ave. Tel: (860) Fax: (860) Peter F. Stuart O'Brien, Stuart, Eppinger & Collier, JD 9 Mason's Island Rd. Tel: (860) Fax: (860) PFS@mysticlawyers.com 9/1/08 Alan Sylvestre, CFP Merrill Lynch 38 East Main St. Tel: (860) Fax: (860) alan_sylvestre@ml.com 10/17/07 Deborah J. Tedford, Esq. Tedford & Ceddia, P.C. 11 Mason's Island Road Tel: (860) Fax: (860) dtedford@mysticlaw.com 9/12/06 Robert James Thevenet, CFP, ChFC, CLU New York Life Insurance Inc. 1 Fort Hill Road, Suite 6 Groton, CT Tel: (860) rthevenet@ft.newyorklife.com 11/16/06
14 Nancy M. Vendetti Essex Savings Bank 35 Plains Road, P.O. Box 950 Essex, CT Tel: (860) Fax: (860) /22/06 Justin W. Walsh Essex Financial Services Inc. 176 Westbrook Road, P Essex, CT Tel: (860) justin.walsh@essexfinancialservices.com 1/27/08 Steven S. Wedegis, EA, ATA Financial Directions Inc. 129 West Thames Street Norwich, CT Tel: (860) Fax: (860) fdict@snet.net 9/12/06 Alison Woods (Board of Directors) Community Foundation of Eastern CT 147 State Street PO Box 769 Tel: (860) Fax: (860) alison@cfect.org Category: Planned Giving James L. Young, Jr., Esq. Andrews & Young, P.C Hartford Turnpike Waterford, CT Tel: (860) Fax: (860) young@newlondonlegal.com
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