Meet the Team
Noelle Casey, RICP®
Financial Advisor & Small Business Strategist
I provide creative financial solutions to help small business owners and families achieve clarity and peace of mind.
Paul Worgaftik
Financial Advisor & Business Solutions Specialist
I help business owners align their hard-earned success with personal wealth goals.
Bob Worgaftik CLU®, ChFC®, CFP®, CLTC
Founder & Senior Financial Advisor
With over 40 years of experience, I’ve dedicated my career to helping clients build confidence in their financial futures.
Rish Singh
Client Relations Manager
Rish is driven by a fundamental passion for people. He grew up in Connecticut but was able to spend his late 20s in his birthplace of Barbados. The time spent abroad instilled within him a deep sense of humility and gratitude, that he tries to carry with him in all of his interactions.