Broker Check

At our firm, we have the client—and only the client—in mind.

With over 46 years combined experience we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team has helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation embracing our protection first philosophy.


David Gillard

David Gillard

Founding Partner

(860) 404-5836 x101

860-470-7981

Scott Kieper

Scott Kieper CLU, ChFC

Founding Partner

(860) 404-5836 x104

Brittney Seltzer

Brittney Seltzer

Office Manager

(860)404-5836 x100

(860)470-7981

Jack Evans

Jack Evans

Financial Advisor

(860)404-5836 x103

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.