Richard Claxton

I'm a passionate business owner that has dedicated my career to helping others work toward their ideal vision for the future by aligning their financial resources with personal values. Our team works with a select group of individuals and families who value proactive and comprehensive financial advice tailored to meet their needs.

Clifford Straub is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC, where he has worked since 2006. Prior to that, he was with WRP Investments Inc for two years. Straub serves as a trustee of the Middletown Rotary Club Scholarship Trust and is on the Board of Directors, including the Executive and Finance Committees, of Middlesex United Way. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm emphasizes disciplined asset allocation and non-discretionary advisory relationships, with a notable client focus on charitable and not-for-profit entities.

Laura Simon is a financial advisor with Capital Trust and Associates LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has led Capital Trust and Associates since 2013. Simon is also a licensed independent insurance agent in Connecticut, authorized to sell long-term care insurance. Capital Trust and Associates is an independent firm providing investment management, wealth management, and financial planning to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm combines fundamental and technical analysis to construct diversified portfolios, often utilizing SEI’s asset allocation models and third-party managers.

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Douglas Packard is a financial advisor with Dennis Glynn, CPA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009. Outside of advisory work, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides fee-only portfolio management, financial planning, and SIMPLE-IRA plan administration to individual investors and employer-sponsored plan participants. The firm uses a strategic asset-allocation approach with customized portfolios and integrates investment services with the owner’s CPA practice to offer combined tax and accounting support.