Theodore Edward Greggis

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.

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.

John Koons is the sole advisor at JK Private Wealth, LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1997 to 2019 before founding his current firm in 2019. Outside of advisory work, he is a licensed insurance agent involved with fixed annuities and life insurance through multiple agencies. JK Private Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a diverse investment approach using fundamental, technical, and quantitative methods, offering tailored asset management and sub-advisory relationships with ongoing portfolio monitoring and rebalancing.

David Chieco is the principal of Chieco Capital Management, LLC, an independent firm based in Glastonbury, CT. He holds the CFA® designation and has 17 years of industry experience. Chieco has led his firm since 2009 and is also a licensed CPA in New Jersey, providing tax preparation services for individuals and trusts outside of regular trading hours. Chieco Capital Management, LLC is a fee-only registered investment adviser offering personalized financial planning, asset management, and standalone tax preparation and consulting to individuals, trusts, and estates. The firm employs a long-term, passively managed approach based on Modern Portfolio Theory, utilizing globally diversified index mutual funds and ETFs with a buy-hold-rebalance strategy.