Broker Check

Our Team

The Harbor Oak Team

John Billington

John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner

203-513-6332

Joseph Bogardus

Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner

203-513-6383

Donny Ek

Donny Ek, CFP®, ChFC®, AIF®, CCPS®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Advisor

203-513-6127

Theresa Dimas

Theresa Dimas

Personal Assistant - In charge of all service related matters

203-513-6356

Magdalena Thompson

Magdalena Thompson

Personal Assistant - In charge of investment related new business

203-513-6140

Samuel Krebs

Samuel Krebs

Team Business Analyst

203-513-6083

203-513-6080

Karrin Areias

Karrin Areias

Insurance Operations Coordinator

Lauren Diaz

Lauren Diaz

Client Relationship Associate

203-513-6274

Strategic Partners

Michael Bogardus

Michael Bogardus, ChFC®, AIF®, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Representative, Investment Advisor Representative.

203-513-6375

Harvey Silverman

Harvey Silverman

Financial Planner, Special Care Planner, Financial Services Representative

860-236-2100

Theresa Cordner

Personal Assistant to Harvey Silverman

860-236-2100

John Pearson

John Pearson, CPA®*, CASL®

Financial Planner at Barnum Financial Group

203-513-6138

Drew Billington

Drew Billington

Financial Advisor

Tommy Hunt

Tommy Hunt

Financial Services Representative

Jason Viglione

Jason Viglione

Financial Services Representative

Damian Prajer

Damian Prajer

Financial Services Representative