Our Team

Who We Are

Multigenerational Guidance. Coordinated Planning. Long-Term Relationships.

Founded in 2009, the Harbor Oak Team provides individuals and families with comprehensive financial solutions tailored to their specific situations. Our senior leadership team brings more than a century of combined experience delivering holistic, needs-based financial planning.

As a multigenerational team, we are structured to provide continuity across every client relationship, supporting long-term guidance through changing stages of life. We also take pride in delivering first-class client service, supported by a continually expanding team dedicated to responsiveness, coordination, and care.

Our Locations

Harbor Oak serves clients nationwide through a unified and collaborative planning process, anchored by primary offices in Connecticut and New York and supported by team members working with clients across the country.

Select a team below to meet the advisors and professionals in each location.

Connecticut

Meet The Team

New York

Meet the Team

Client Perspective

“The Harbor Oak Team has been instrumental in helping me build a plan that protects my family financially while keeping my retirement goals on track. They are consistently available, responsive, and take the time to clearly answer any questions I have. I trust their guidance and feel confident about my financial future because of their support.”

— Gabriel C.

Gabriel C. is a client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202805-11110847