About Jon Gladstone

Jon M. Gladstone, MSFS, CFP®, CLU®, AEP, ChFC®, CASL®, ChSNC®,CFBS®

Financial Planner | Investment Advisor Representative | SpecialCare Planner

203-513-6080

Jon’s communication and analytical skills enhance his work with clients as he develops strategies uniquely tailored to each client’s objectives. He began his financial services career in 1996 and has built a business model...

Jeremy Hus, CFP®, ChFC®, CASL®, CLU®,

VP, Financial Planning

John Foreman, MBA, CIMA®

VP, Investments

Kathleen A. Cassidy, J.D.*

VP, Advanced Markets

Natalina DeMeis

VP, Business Development

Niko Vamvakas, Retirement Products Consultant

VP, Retirement Planning Solutions