How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Morris Mete, CFP®, ChFC®, CASL®
Financial Advisor | Managing Director
860-678-1835
Morris Mete has been in the financial services industry for over 20 years, immediately beginning his career right after college. As a financial advisor, Moe dedicates his work to educating his clients and many others in the community...
Robert C. Kievit
Financial Advisor
Bob has been in the Financial Services Industry for over 40 years, earning a reputation as a highly-skilled and knowledgeable professional in the strategic and tax-efficient deployment of wealth and cash flow. After joining The...
Michael McSweeney
Financial Advisor
Don Sullivan
Director of Wealth Management
Don's primary focus at CFS is to help our FRs effectively grow and scale their wealth management business. Prior to joining CFS, Don worked for the business development team at Guardian and Park Avenue Securities where he assisted FRs...
Erik Scherr
Investment Specialist
As a well-established Investment Specialist, Erik works with many financial advisors and clients to provide them with valuable insight regarding investment advice including retirement and non-retirement savings. His guidance towards...
Jamani Chapman
Administrative Assistant to Morris Mete
Tyler Sadak
Junior Advisor
860-678-1835