CONNECT

Address:

65 LaSalle Road, Suite 200
West Hartford, CT 06107-2312

Phone:

860.521.1119

Fax/Other:

860.521.2251

Our Team

William DiCristofaro, is a Registered Representative, Investment Advisor Representative Financial Planner and Financial Services Representative.

William received his Bachelor of Arts in Business Management from Assumption College and achieved his CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. He also achieved his Chartered Financial Consultant - ChFC® designation and Chartered Life Underwriting - CLU ® designations from The American College.  He recently completed his Masters of Business Administration (MBA) from the University of Connecticut. William is licensed for Life, Accident & Health Insurance in Connecticut, Massachusetts, New York, New Jersey, Illinois, Florida, Delaware, South Carolina and North Carolina.

William has served as President of the Connecticut State Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and Northwestern Connecticut Association of Life Underwriters (NALU).  He is also a member of the Hartford Chapter of the Financial Planning Association (FPA) and the Hartford Chapter of the Society of Financial Service Professionals (SFSP). William is also a member of the Knights of Columbus and a 2015 Life & Qualifying Member of the Million Dollar Round Table - MDRT. He is a retired Lieutenant Colonel with the Connecticut Army National Guard. William resides in East Haddam, Connecticut with his wife Kathlyn and their two daughters, Mary and Deborah.

 

Dominic B. Schioppo, Jr., MBA, CLTC, is a Financial Services Representative and Investment Adviser Representative. He received his Bachelors of Science in Finance and Accounting from Providence College and his Masters of Business Administration - MBA from the University of New Haven.

Dominic received his Corporation for Long Term Care Certification - CLTC designation in Newton Massachusetts. He is licensed for Life, Accident & Health Insurance in, Connecticut, Massachusetts, Nebraska and New York.

Dominic is serving as Past President of the Amity Club Inc., and is past president and active member of the New Haven Club of Providence College. He is Past Chairman for the Connecticut State Association of Health Insurance Advisors (AHIA), member of the National Association of Insurance and Financial Advisors (NAIFA) and member of the Connecticut Benefit Brokers. He also serves on the Our Lady of Mount Carmel Parish Council.

Dominic resides in North Haven with his wife Michele and his three children Danielle, Dominic III and Davia. He enjoys coaching youth sports, kayaking, hiking and is active in the community through volunteerism.

 

Danielle Dias is William's Personal Assistant.  She has worked in the financial services industry for 11 years, the last 6 years with William.  She received her Bachelor of Science in Marketing from the University of Connecticut.

Danielle holds her Series 6 securities registration.
 
Danielle resides in Ellington, Connecticut with her husband Ricky and their son Jake.  In her personal time she enjoys yoga and camping.
 
 
Financial Planning Services only offered by approved financial planners.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck