268 Hazard Avenue,
Cary Rubman, CPA, CFP®
Founder & Advisor
Cary graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and...
Derek has been with the Firm since 2001. He received his Bachelor of Science in Business Administration from Eastern CT State University. Derek holds the following FINRA licenses: Series 6 (Investment Company Products/Variable...
Client Service Relations
Shannon attended Eastern Connecticut State University and went on to become a Registered Securities Representative while gaining experience as a Client Relations Manager at The Hartford Insurance Company in Simsbury, CT. Shannon has...
Jay Rubman has been with the Firm since 2007. He received a Bachelor degree from Merrimack College where he played lacrosse. He has worked in the securities industry with JP Morgan, Bank of America Investment Services in Boston before...