Broker Check

Advice for What Matters To You.

Team

Although we are independent, we are not alone. We have aligned with one of the most respected independent Registered Investment Advisor (RIA) firms, Cambridge Investment Research Advisors, Inc., and share their core values – integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.

 

Charles E. Dear, CFP®, AIF®

Senior Advisor

(203) 409-6253

[email protected]

Charlie, a founding member of Riverside Financial Group, LLC, has over 30 years of experience in the financial services industry. In addition to earning a Bachelor of Arts degree in Economics from the University of New...

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Donald M. “Tripp” Freeman, III

Senior Advisor

(203) 409-6243

Tripp is also a founding member of Riverside Financial Group, LLC. He is an Investment Advisor Representative and has been managing client assets since 1994. In addition, as the Vice President and active board member of Carlson &...

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Steve Worth

Advisor Assistant, Investment Strategies

(203) 409-6253

Steve, a veteran of the U.S. financial markets, is responsible for monitoring the performance of client portfolio holdings and total account performance, and assisting the advisors with the research and analysis of market trends that...

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David Callahan

Business Development & Client Services

(203) 409-6253

Dave Callahan has been in business development and client service for most of his 30-year career as a marketing and account executive for Blockbuster, 20th Century Fox, Space.com Canada, and a number of private ventures. Dave has a...

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Eliot Bassin

CPA/Wealth Advisor

(203) 325-4155

Eliot Bassin is a Partner at Bregman & Company. He specializes in providing tax, audit and business advisory services to individuals, closely-held businesses and non-profit organizations. He is also experienced in the performance of...

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Owen Bregman

CPA/Wealth Advisor

(203) 325-4155

Owen Bregman has over thirty years experience in public accounting. He received his B.B.A. degree from George Washington University in Washington, D.C. He is a member of the Connecticut Society of Certified Public Accountantsand the...

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Peter E. Carlson, Jr.

Insurance/Wealth Advisor

(203) 637-7575

Peter began his insurance career after graduating from Gettysburg College with a Bachelor of Arts majoring in Business Administration. As Agency President, Peter focuses his expertise in advising successful individuals, families and...

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