Broker Check

Our Team

LeGrand S. Redfield, Jr. CLU, ChFC, CFP®

President and CEO

203-964-8300 x305

LeGrand S. Redfield, Jr. CLU, ChFC, CFP® has been involved in the financial industry for the past 36 years, assisting clients in the development and implementation of strategies to achieve their financial goals. Having received a...
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Helen B. Redfield, RP

Vice-President-Operations / Registered Paraplanner

203-964-8300 x303

Helen will be the first contact for any prospective candidate. She will explain what positions are available, what resources are needed and decide whether or not there will be a good fit with others in the company. In addition to Human...
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Michelle L. Ross, RP

Executive Director / Registered Paraplanner

203-964-8300 x308

Michelle is a graduate of Sacred Heart University with a Bachelor's Degree in Business Administration, with a concentration in Management. She began working at Asset Management Group in 2007 as an Administrative Assistant, and has been...
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Violet Krom

Executive Director / Registerd Paraplanner

203-964-8300 x311

Violet immigrated to the United States in 2002 from Poland and lives in Stamford. She is a graduate of Borough of Manhattan Community College with an Associate's Degree in Business Administration. With her background in customer...
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Natalie Espinal

Client Services Assistant

203-964-8300 x304

Natalie is a graduate of Naugatuck Valley Community College with an Associate’s Degree in Business Management. She is pursuing a Bachelor’s Degree in Finance at the Western Connecticut State University. Natalie comes with...

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Rees Klemish

Special Projects


Rees recently moved to Hearst Magazines to support the same executive that she teamed up with at Dow Jones. As an Executive Assistant at Dow Jones, where she had been since 2005, she provided support to the Senior Vice President in...
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Outsourced Specialists

Blum Shapiro - Accounting Katten Muchin Rosenman LLP - Business Law / Compliance LAR Pensions, LLC - Pension Administration National Regulatory Service - Compliance Planners Consulting Group - Database management Smith & Grant - Estate...
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