1275 Post Rd., Suite A-17
Fairfield, CT 06824

Office phone: 877-250-9957

David B. Cole, President, Managing Partner -  cell: 203-814-9997

Brian K. Potok, CFA, Managing Partner -  cell: 203-448-9398

Office FAX: 877-250-2293


Our Advisors and Associates

MARK G. WILLIS, Vice President, Financial Advisor


Mark has worked in the employee benefits and investment management business for more than 35 years. Most recently he served as Vice President, Eastern Region, for ING Investment Management. He holds several advanced industry designations including Certified Employee Benefit Specialist, Certified Fund Specialist and Chartered Retirement Plans Specialist. Mark assists his individual clients with their goals for a dignified and secure retirement. 

Mark lives in Simsbury, CT with his wife Patty. He is a volunteer with the Connecticut Money School which helps to educate low income families about basic banking and investment concepts. Mark enjoys tennis, platform tennis, skiing, golf and boating.