About Us

 

CEO:

Brian Curhan Lichtenstein, EA, BFA – Wealth Management & Planning
Wesleyan University, BA Economics | University of Hartford, MS Accounting


PROFESSIONAL STAFF:

Christine Lichtenstein, CFO – Insurance

Bill Yeager, CPA – Accounting & Tax
Quinnipiac University, BA Accounting | University of Hartford, MS Business

Alondre Rush, COO – Insurance
Central CT State University, BA Organizational Communication & Business Marketing

Beth Murphy – Tax Manager


ADMINISTRATIVE STAFF:

Tracy Monterville – Executive Assistant

Leslie Lichtenstein – Bookkeeping, Tax
 

CONSULTANTS:

Crucial Systems, LLC / Josh Finkelstein – Technology

Longworth Creative, LLC / Jennifer Longworth – Desktop Publishing