Our Local Partners

When we need special expertise, we bring in outside professionals whom we can rely on for their knowledge and responsiveness. Because our experiences with them have been exemplary, we are proud to share their names with you:

Professional Network

Audit and Tax Professionals

Marion Sgroi, EA
Accounts Management, Inc.
860-827-8787
[email protected]

Justine Moriarty, CPA
Miller, Moriarty & Company LLC
860-225-7854
[email protected]

Edmund Kindelan, CPA
CohnReznick
860-678-6004
[email protected]

Thomas J. Satalino, CPA
860-828-8512
[email protected]

Drew Andrews, CPA
Whittlesy & Hadley, P.C.
860-524-4430
[email protected]

Norman J. Yester, CPA
Nicola, Yester & Company P.C.
860-633-1194
[email protected]

Joseph Kask, CPA
Blum, Shapiro & Co. PC
860-570-6372
[email protected]

Employee Benefits

Paul Cutler, CLTC
Brown & Brown Insurance
860-665-8405
[email protected]

Estate and/or Elder Care Attorneys

Kenneth J. Carifa, JD
Camp Williams & Richardson
860-225-6464
[email protected]

Stephen Mangan, JD
Ericson, Scalise & Mangan, PC
860-229-0369
[email protected]

Frederick Mullen, JD
Reid & Riege, PC
860-240-1048
[email protected]

Steven M. Fast, JD
Day, Pitney LLP
860-313-5724
[email protected]

Robert A. Scalise, JD
Erison, Scalise & Mangan PC
860-229-0369
[email protected]

Thomas M. Flanagan, JD
860-296-1144
[email protected]

General Legal Services

Teri Bayer, JD
Bayer, Odlum & Hyde
860-522-0221
[email protected]

John C. Matulis, JD
Januszewski, McQuillan & Denigris
860-225-7667
[email protected]

Michael A. Carrier, JD
Weber & Carrier, LLC
860-225-9463
[email protected]

Peter F. Odlum, JD
Bayer, Odlum, & Hyde
860-522-0221
[email protected]

Richard H. Pentore, JD
860-829-9741
[email protected]

Stephen Mangan JD
Ericson, Scalise & Mangan PC
860-229-0369
[email protected]

Personal and Business Insurance

Daniel Goldfarb
Anderson Meyer Agency 
860-659-3741
[email protected]

Douglas Krenz, CPCU
Rice, Davis, Daley & Krenz
860-346-6611
[email protected]

Scott Shea, CPCU
Brown & Brown Insurance
860-665-8447
[email protected]

Mortgage and Financing

Tim Bergstrom
Webster Bank
860-612-5452
[email protected]

Philip DeFronzo
Norcom Mortgage
860-676-8003
[email protected]

Anna Podkowiak
Farmington Bank
860-402-7076
[email protected]

Michelle Sullivan
TD Bank
860-839-1001
[email protected]

Third-Party Administrators

Michael Roach
Pension Consultants, Inc. 
860-676-8000
[email protected]

Jim Hallinan
Jim Hallinan Pension Consulting, LLC
860-561-8425
[email protected]

Trust Services

Quentin Keith
TD Bank
860-757-5246
[email protected]

Wilmington Trust Company
Contact Brendan for
contact information of
CT relationship manager.

Advisory Trust Company of Delaware
Contact Brendan for
contact information of
CT relationship manager.