Financial Professionals

• Sophie Denis-Helenek CDFA
  sophie@financial-sherpa.com
  See website to setup appointment
  Madison, CT
• Edward M. Goldberg, CFP, ChFC, CDFA
  egoldberg@westminsterfinancial.com
  (860) 706-1100
  West Hartford, CT
• Lisa Gresham, CDFA
  lisa.gresham@equitabledivorce.net
  203-245-1225
  Madison, CT
• Brenda Larkin, CDFA
  BLarkin@westminsterfinancial.com
  (860) 706-1101
  West Hartford, CT
• James Russell, CPA
  russadmin@russellcompanycpa.com
  (860) 838-8162
  West Hartford, CT