Broker Check

Hartford


G. Ann Bowen
(888) 886-4388 | Email

Professional Specialties:

  • Life Insurance
  • Estate Planning Strategies
  • Retirement Planning
  • Medigap Policies
  • Business Life Insurance Planning

Education:

  • Bachelors of Science at The University of Vermont, Burlington, VT.
  • Masters of Science at The University of Connecticut, Storrs, CT.

Personal:

Ann resides in Colebrook, CT with her husband.

G. Ann Bowen is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in CT, IL, MA, MI, and UT. Ann is also insurance licensed in the states of CT, FL, and NY.



Allen W. Clark
(860) 233-2234 | Email

Allen offers insurance in the state of CT.



Douglas DeMay, CFA
(860) 430-1977 ext. 224 | Email

Professional Specialties:

  • Investment Strategies
  • Retirement Planning
  • Wealth Management Strategies
  • Estate Planning Strategies
  • Long-term Care Insurance


Professional Qualifications, Associations, and Education:

  • Bachelor of Science in Finance, University of Connecticut
  • Chartered Financial Analyst®, CFA Institute
  • Hartford Society of Financial Analysts
  • FINRA Series 7, 63 & 65 Registrations
  • Fellow, Life Management Institute


Personal:

Doug resides in South Windsor with his wife.

Douglas DeMay is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offer securities in CT, MA, and VT. Doug is also insurance licensed in the states of CT, RI, MA, and PA.



Jay Klein CFP, CLU, ChFC
860-430-1977 ext . 236 | Email

Jay is a graduate of Central Connecticut State University, where he graduated with a BS in Business Administration and a Minor in Economics. He has over 30 years of experience in advising his clientele regarding their insurance, investments*, and financial needs. His practice specializes in the areas of Insurance, Estate Planning Strategies, Retirement Planning, Financial Planning* and other financial services.

As a CERTIFIED FINANCIAL PLANNER® Practitioner, he has undergone rigorous education and testing to meet the standards set by the International Board of Standards and Practices for Certified Financial Planners. He has also been endorsed by Seasons Federal Credit Union to assist their members in evaluating their needs for Long Term Care Insurance.

His practice also includes assisting business owners and professionals addressing their concerns about employee benefits, pension plans and business continuation issues. He is frequently invited to speak to seniors and their organizations. Topics of interest include discussions of examining health insurance options, asset protection altemati-s, and tax reduction strategies. Additionally,he works with families of college-bound students, assisting them through the maze of the financial aid process and identifying planning alternatives for saving and paying for college.

He is a member of the Financial Planning Association and Central Connecticut Business and Estate Planning Council, where he also serves on their Executive Planning Committee. He resides in Cromwell with his wife Linda and their three children.

Joseph "Jay" Klein is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of CT, MA, and LA. Jay is insurance licensed in the states of CT and MA.

*Securities and investment advisory services are offered solely by Equity Services, Inc. Maffe Financial Group is independent of Equity Services, Inc.

CFF® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.



Randall H. MacGovern
(860) 430-1977 X 205 | Email

Professional Specialties:

  • Retirement Planning
  • Portfolio Management Strategies
  • Long-Term Care Insurance
  • Asset Protection
  • Tax Reduction Strategies
  • Estate Planning Strategies

Professional Qualifications and Education:

  • Has worked as an insurance professional since 1990
  • Bachelors of Science in Marketing Management, Post University, Waterbury CT
  • Life & Health Insurance Licensed in AZ, CT, KS, and MI

Randy is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in CT, MD, ME, NH, and NJ. Randy also offers insurance in CT.

Personal:

Married 17 years, enjoys the outdoors, skiing, golfing, and travel

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Maffe Financial Group is independent of Equity Services, Inc.



Travis Ramsdell
(860) 430-1977 x 204 | Email

Travis specializes in working with business owners in the construction industry to help maximize their tax deferrals and minimize their expenses from a financial planning* prospective. He understands the unique needs, opportunities and challenges that contractors may be facing today when it comes to both their business and personal financial planning*.

Areas of of Specialization Include:

  • Prevailing Wage Fringe Benefit Pension Plans
  • Hourly Health and Welfare Programs
  • Qualified Pension and Profit Sharing Plans
  • Executive Fringe Benefit Planning

*Travis Ramsdell is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of CT, FL, ME, MD, MA, NH, NY, NC, RI, UT, and VT. Travis is also insurance licensed in CT.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, a Broker/ Dealer and Registered Investment Advisor, 624 Hebron Avenue, Suite 100, Glastonbury, CT 06033 (860)430-1977. Maffe Financial Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.



Louis W. Romanos
(860) 430-1977 x 219 | Email

Lou is a Chartered Financial Consultant and a Chartered Life Underwriter with 40 years of experience as a life insurance agent and as a Registered Representative. Lou represents high net worth individuals and business owners throughout New England and New York State.

Active in the industry, Lou has written several articles on estate planning and has been frequently honored by his peers. He is a recipient of the Paul Mills award from the Society of Financial Service Professionals and the Frank Shoring award from the Hartford Chapter of the Society of Financial Service Professionals.

Lou is past president of the Hartford Estate and Business Planning Council, the Hartford Society of Financial Service Professionals, the Hartford Association of Insurance and Financial Advisors, and the Connecticut Life Leaders Association, Inc.

In 2013, Louis was honored at National Life's President's Club* for his service to the industry. He became the 2012 Inductee National Life Agent Hall of Fame

Not only has Lou given back to his business, but also his community. International Rotary named him a Paul Harris Fellow, their highest honor for his service to others.

A past president of the Hartford Rotary Club, Lou is a graduate of Xavier University (Ohio) and lives in West Hartford with his wife, Jane and family.

Lou Romanos is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of CA, CT, FL, GA, MD, MA, NY, TX, VT, and VA. Lou is also insurance licensed in Connecticut, New York, Massachusetts and Vermont.

*Membership is based on sales criteria.



Robert B. Supon
(203) 858-2964 | Email

"My goal is to develop long term relationships with my clients and to work with them to improve their quality of life for themselves, their families and their associates."

Robert Supon has been with Maffe Financial Group since early 2010 and has been in the financial services industry since 2001. He is a Career Agent with National Life Insurance Company, and was previously a Career Agent with Mass Mutual.

A graduate of Rensselaer Polytechnic Institute with a BS in Engineering, Bob brings an expertise in analytical financial solutions to our team of financial professionals. His studies in the MBA Program at NYU Graduate School for Business and his seasoned years in the business world give him a practical advantage in solving real life issues in a practical manner.

Bob specializes in assisting with Estate Planning Strategies, Small Business Solutions and Family Advocacy. As a result he works daily with Estate Attorneys, Business Owners, Accountants and Individuals and Families.

Bob’s successful practice has earned him the Presidents Club Award for 2010*

He attributes his success to the emphasis he places on developing relationships and providing long-term financial solutions to his clients.

Bob is married, has two grown sons and recently became a grandparent. He has lived in Fairfield County, Connecticut for some 40 years and is an avid sailor and golfer.

Bob is insurance licensed and practices in the states of Connecticut, New York and Florida.

*Membership based upon sales criteria.



James Soboleski
(860) 647-7917 | Email

Securities offered solely by Equity Services Inc., Member FINRA/SIPC, 624 Hebron Avenue, Suite 100, Glastonbury, CT 06033 (860)430-1977. Maffe Financial Group, Inc. is independent of Equity Services, Inc.

James is a Registered Representative of Equity Services, Inc. and offers securities in the states of CA, CT, FL, IN, ME, MA, NH, NM, RI, VT, VA, and WI. James is insurance licensed in the states of CT, MA, NY, RI, ME, and MD.



Kenneth Stapleton
(860) 430-1977| Email

Securities offered solely by Equity Services Inc., Member FINRA/SIPC, 624 Hebron Avenue, Suite 100, Glastonbury, CT 06033 (860)430-1977. Maffe Financial Group, Inc. is independent of Equity Services, Inc.

Ken is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the state of CT. Ken is insurance licensed in the state of CT.



Martin I. Trehub, AAMS
(860) 444-1403 | Email

Martin has been with Maffe Financial Group, Inc. since 2002. An asset to the firm, he brings with him over 24 years of experience in the financial services industry with an expertise in personal retirement strategies.

A remarkable commitment to excellence has enabled Martin to establish an accomplished career in the financial industry. He qualified for National Life's President's Club in 2003, 2004 and 2007 and was a qualifying member of Equity Services Circle of Excellence in 2004 and 2007*. Martin received a Bachelor of Fine Arts from the University of Hartford and later earned his CFP from the College for Financial Planning.

He is a Registered Representative of Equity Services and offers securities in the states of CO, CT, DE, FL, MA, MI, NY, NC, RI, VT, VA, and WA. He is also insurance licensed in the states of CT, RI, MA, VT, NC and FL.

In his free time, Martin enjoys travelling and fine painting watercolors in the open air of gardens and alpine meadows.

*Membership is based on sales criteria.