Meet the Experts Behind Your Success

John Tevnan is an Associate Wealth Advisor with nearly 10 years of experience in the industry. John works closely with his team in formulating goals-based financial plans, investment management, and tax strategies with a specialty in working with pre-retirees, business owners, and employees with equity compensation.

John holds his B.S. in business administration from Bryant University, and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®)

John lives in Norwalk, CT with his wife, Meghan, and their son, Cían. In his spare time, he enjoys boating, skiing, and golfing in his time outside the office.