Our Team

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

President and CEO

203-964-8300 x305

Lee@amgplanning.com

LeGrand S. Redfield, Jr. CLU, ChFC, CFP® has been involved in the financial industry for the past 40 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, FPQP™

Executive Vice President

203-964-8300 x303

Helen@amgplanning.com

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 Ross, AWMA®, FPQP™

Vice President/Accredited Wealth Management Advisor Professional

203-964-8300 x308

Michelle@amgplanning.com

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, FPQP™

Executive Director / Financial Paraplanner

203-964-8300 x310

Violet@amgplanning.com

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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Outsourced Specialists

PKF O'Connor Davies - Accounting Katten Muchin Rosenman LLP - Business Law / Compliance LAR Pensions, LLC - Pension Administration National Regulatory Service - Compliance...

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