Broker Check

Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John A. Culhane, CPA®

Business Owner, Tax and Financial Planning Specialist

(203) 268-4431

(203) 268-6146

[email protected]

John Culhane CPA, Graduate of St. John's University with a Bachelor's Degree in Accounting, and MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut. Life, health insurance license in the Connecticut,...

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Terri Albuquerque

Office Manager

(203) 268-4431

(203) 268-6146

[email protected]

Terri Albuquerque, Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology...

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Brent Eugenides, CFP®

Certified Financial Planner Practitionerâ„¢

(203) 268-4431

(203) 268-6146

Brent Eugenides,CFP, 32 years in Financial services, Brent works with investment and tax advisors to help serve their private clients. Passed the Certified Planner Board of Standards, CFP® exame in 2006. Brent holds a B.S. in...

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Tim O'Meara

CPA/Registered Representative

(203) 459-2503

Tim O’Meara CPA®, Tim is a CPA in private practice servicing small business owners and individuals. Registered Rep series 6,7, insurance.

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Anthony Forcelli

Tax Planning/Registered Representative

(203) 438-5228

Anthony Forcelli, Registered representative, BA Assumption College, MA NYU. Anthony is secretary/treasurer of the Branchville Civic Association Inc., former member of the Board of Directors of the Ridgefield Boys and Girls Club

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Peter Coleman

CFP

(203) 747-4722

Peter Coleman CFP®, CLU, ChFC® Peter has established himself as a Private Wealth Management Advisor. He is well-known as a trusted business advisor to a sophisticated clientele by virtue of his vast experience and, commitment...

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Matt McCarthy

CPA

(203) 268-4431

Matthew McCarthy CPA®. Matt is a CPA with a BA, accounting Western Connecticut University.

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