Michael P. Grossman, CFP®, President

“Each and every time you have contact with AdviceOne, we want you to feel you are the most important client in the world. We are committed to letting you know how much we appreciate our relationship with you. This is our passion. It’s our mission to inspire and empower our clients to realize their lives’ potential.”

Michael P. Grossman, CFP®, is President of AdviceOne LLC and AdviceOne Advisory Services, LLC. He graduated from UConn with a degree in Business Administration. In 1990 he began his career in financial advice, earning his Certified Financial Planner designation in 1994. He works extensively with executives and professionals at Raytheon Technologies, Otis Worldwide and Carrier Global, collaborating with them so that they own all of their retirement decisions. 

Michael has presented hundreds of Retirement Empowerment workshops throughout the United States and is well-known in financial circles for his captivating and enlightening discussions.

Since its creation in 1999, AdviceOne has been transformed by Michael from an advisor-led practice into an extraordinary team-managed organization of professionals who are obsessed with delivering an exceptional experience to their family of clients.

Michael resides in Rocky Hill with his wife, Katie. They have two daughters, Olivia and Madeleine. They enjoy spending time together reading, walking, fishing and playing games at their lake house in the Berkshires, and attending the annual Sundance Film Festival. 

Carlos M. Henriques, CFP®, Senior Vice President

“I joined AdviceOne because of its commitment to excellence. I truly believe that  in today’s world, customer service is often a forgotten art. Not here. We will do whatever it takes to service our clients to the best of our abilities. It goes well beyond implementing financial advice strategies and concepts for our clients. At our company, it is all about maintaining the fiduciary standard. We believe in putting our clients' interests above and beyond anything else. We create life-long relationships by always doing right by our clients."

Carlos began his career in the securities industry in 2004 working as an Account Executive.His work in that area quickly earned him a move to Asset Retention. His main focus was high net worth clients. He also resolved client issues and realized he could provide a better opportunity for these clients in an advisory capacity. He has followed this passion of his ever since.

He proudly serves as an Investment Advisor Representative of AdviceOne Advisory Services, LLC, where he specializes in proper allocation of 401(k) savings plans and works extensively with executives, professionals and retirees of Raytheon Technologies. Carlos is a gifted public speaker, and his enjoyable workshops and webinars reflect his unique ability to take complex information and make it simple to understand. 

Carlos earned his Bachelor of Arts degree from the University of Connecticut. He has earned his CFP® designation and is an active member of the Financial Planning Association.

Carlos and his wife, Kristin, reside in South Windsor with their three children, Carson, Kileigh and Carter, and dogs Frankie, Parker and Presley. He is a former UConn broadcaster for campus radio on WHUS and is obsessed with UConn athletics. When not at work, Carlos loves spending time with his family and enjoys outdoor activities such as playing soccer, fishing, running and swimming.

Timothy M. Miller, CFP®, Vice President

"I earned my CFP® in 2013 and I've been with AdviceOne for the entirety of my career.  The firm's commitment to the core values of the financial planning process is aligned with my personal values, beliefs, and fiduciary responsibility. My goal here is to continue to develop client relationships that will last a lifetime."

Tim began his career at AdviceOne in 2010 as an Associate Advisor. After 5 years in Connecticut, he moved to Charlotte to open the North Carolina branch office. In addition to the Glastonbury headquarters, he regularly travels to West Palm Beach, Florida, and Cleveland, Ohio to meet with new and existing clients.

He graduated from Virginia Tech with a B.S. in Business/Finance with a focus in Financial Planning. While at Virginia Tech, he was a 4-year member of the Varsity Wrestling Team and he remains a dedicated Hokie sports fan.

Tim and his wife Kelly reside in Charlotte, North Carolina with their son Sawyer and daughter Reese. In his free time, you will find him hiking with Sawyer and their German shepherd, Huck, tending to his garden or caring for his five hives of honeybees.

Bria Comer, CFP®, Vice President

"When I graduated from college in 2015, I wasn't sure which direction I wanted to go in with my career. I was fortunate enough to find AdviceOne, and very quickly learned what an amazing place it is to work. As soon as I saw the effort and passion that not only our advisors, but also our team members, put into the client experience, I was hooked. I found a role at AdviceOne that allowed me to combine my passion for great client experience with my knowledge in finance, and I hope to be able to share this passion and knowledge with my clients by showing them that I am here for them, whatever they need."

Bria began her career at AdviceOne in 2015 as a member of the Wealth Management department. She quickly transitioned into the role of an Associate Advisor due to her desire to be in client meetings and to be a part of the personalized client experience we have at AdviceOne.

She graduated from the University of Massachusetts, Amherst with a B.B.A. in Finance, with a concentration in Risk Management. Prior to working with AdviceOne, she worked at the popular ice cream stand in town for 7 years where both her sisters and mom had worked. This is where she learned her passion for providing clients with the best experience possible.

Bria loves spending time on her farm with her husband, Sean, and her son, Wyatt. Her family enjoys time outdoors - from adventures with their dogs, to taking care of their chickens and growing vegetables in their large garden.

Dani Wrubel, CFP®, Vice President

“I always knew that it would be easy for me to care about my clients and to provide them with incredible service. What’s unique about AdviceOne – and what is immediately obvious from the moment you walk through the door – is that our team cares just as much as I do. The client relationship is paramount to how we all conduct business, and we couldn’t imagine it any other way.”

Dani first joined AdviceOne in 2017 as part of their Advisor-in-Training program shortly after graduating from the University of Connecticut with a double major in Political Science and Economics. While in school, Dani was a radio DJ and Training Director at the on-campus radio station, WHUS. She also spent time on the UConn Women’s Rowing team and was a member of an a cappella group.

Before joining AdviceOne, Dani worked in retail banking as the Lead Teller at KeyBank near the UConn campus.

On weekends you might find Dani on a mountain skiing or hiking with her dogs, Ziggy, and Bo. It is one of her goals to summit all 46 peaks in the Adirondacks.

Robert Berlinski, Assistant Vice President

“From my first day here at AdviceOne, it was immediately apparent I found what I had hoped to find in pursuing a career in the financial services industry – true passion and dedication in making a meaningful and positive impact to improve lives of clients and their families. It’s refreshing to know that each member of the AdviceOne team is just as committed to going above and beyond as I am.”

Rob began his career at AdviceOne in 2014 as part of the Advisor-in-Training program while also becoming a Subject Matter Expert on the Wealth Management team. After spending time in many departments including Systems Management, Operations Development, Hiring, Accounting and Compliance, he is shifting focus back to the personalized client experience.

He graduated from Roger Williams University in 2014 with a B.S. in Finance and a minor in Mathematics. While in school, Rob was a member of the Center for Advanced Financial Education and an eventual Associate Director of the program,  where he won two national championships for portfolio management.

While not at work or spending time with his family, you can likely find Rob playing sports or hiking with his puppy, Cooper.

Anita Roberts, Assistant Vice President

“What first drew me to AdviceOne was the fact that it was a different firm. It may sound clichéd, but we are a family. Changing industries after a long career to come to AdviceOne, I knew it had to be the right fit. What keeps me here is our amazing clients and the incredible strength of our team. I love building and maintaining relationships with our clients.”

Anita joined AdviceOne in 2007 after she spent the early part of her career in Operations in the Printing and Mailing industry. During her time at AdviceOne, Anita has worn many hats including Hiring, Compliance, Accounting and Personnel. Anita began expanding her client-facing role and having more direct client involvement. She has now transitioned into the role of Advisor.

She graduated from Post University with a Bachelors Degree in Business Management.

In her free time, Anita and her husband, Rich, along with their two Cavalier King Charles Spaniels Sassy and Sammi, enjoy traveling, discovering new music, and making their monthly trip to beaches year round.

Neil A. Goldberg, ChFC®, Vice President

“I joined AdviceOne after seeing how well the advisors and staff treat their clients and their dedication to giving the best possible advice. Having spent many years working with other advisors, brokers and insurance agents, I could immediately appreciate the AdviceOne Difference. I have a passion for helping my clients analyze their options and working with them to self-actualize their vision of retirement.” 

Neil Goldberg began his financial services career in 1986 at The Phoenix Equity Planning Corporation and Aetna Retirement Services. He worked in the investment, retirement and offshore funds areas for 14 years helping clients evaluate retirement plans and investment alternatives. Three of those years were spent traveling extensively in Latin America educating other investment professionals on investment products and concepts.

Neil specializes in helping his clients plan for and transition into retirement. He holds workshops sharing investment and estate planning concepts. He also leads the Fund Selection Team at AdviceOne.  

Neil graduated from the University of Connecticut with a B.A. in Economics and from Rensselaer Polytechnic Institute with a Masters degree in Business. He earned his Chartered Financial  Consultant and Chartered Life Underwriter professional designations from the American College in 1993.

Neil lives in Colchester with his wife, Lynn, and has two grown children. In his spare time, he enjoys traveling and playing his guitars. 

Lorie Schappert, RFC®, Vice President

"After joining AdviceOne, I realized that there is no other place that I would want to work. The commitment to excellence is evident in each team member at AdviceOne. My career is more than just a source of income. I need to know that I am making a positive difference in people’s lives and I have found this to be the perfect environment to do that.”

Lorie Schappert began her career in financial services working as an Account Executive and Trainer for Citicorp. She has also worked for a mortgage broker, as Head of Processing and as a Loan Originator.

She began at AdviceOne in 2001 and has gone through extensive training in every department in the company, and held the position of Director of Wealth Management prior to being promoted to Assistant Vice President. She enjoys working with clients who have family members with special needs, and also works extensively with employees and retirees of Raytheon Technologies. She also is part of the Fund Selection Team at AdviceOne.

Lorie graduated from Central Connecticut State University with a B.A. in Finance.

She married her high school sweetheart, Bill. They reside in Hebron and have two sons. In her free time, she enjoys outside activities and being with her family.

Chuck V. Johnson, CFP®, Vice President

“The planning team at AdviceOne allows advisors to move seamlessly between meetings and help us get a lot accomplished in a day. The experience, skills and backgrounds of the advisors are remarkable. The systems that we have in place are constantly improving, and I am still amazed at their complexity. The focus here is on the development of the advisors, planning team and systems enabling us to more effectively assist our clients."

Chuck Johnson began his financial services career in 1989 at American Express Financial Advisors (AEFA). In 1993 he earned the designation Certified Financial Planner (CFP®). He is an Investment Advisor Representative of AdviceOne Advisory Services, LLC. He earned his Bachelor of Science degree in Mechanical Engineering from the University of Connecticut.

A competitive spirit has followed Chuck from his baseball days to his current hobbies of racquetball and speed chess. He is an avid fan of the NY Giants, NY Mets and UConn Huskies. A voracious reader and driven by curiosity, he is especially interested in investments, critical thinking, scientific breakthroughs and behavioral finance. He is also a film buff.

Becky Zajac, Associate Advisor

“I came upon AdviceOne by chance back in 2014; I have stayed with them ever since because of their integrity and commitment to creating the ultimate client experience. It brings me so much joy to meet new clients and to learn their stories: what drives them, what led them here, and where they see themselves going. Knowing that I get to help them on that journey is icing on the cake.”

Becky joined AdviceOne in the fall of 2014 as a Concierge Team Member. She has dabbled in almost every department since then and uses her broad knowledge of the company’s inner workings to enhance systems - making them more effective, efficient and extraordinary for our clients.

Before joining AdviceOne, Becky obtained her B.A. in English from UConn in 2012 and continued her education at Southern Connecticut State University where she earned an M.S. in English with a certification in Secondary Education.

In her free time, Becky enjoys spending time with family and reading.

Kathleen Gibilisco

“It was very important for me to work in only the most ethical company. AdviceOne takes the meaning of service to a whole new level. We care deeply about our clients and their families; all of the decisions made here are in the best interests of our clients. I could not promote AdviceOne’s services so enthusiastically if I did not truly believe that by working with AdviceOne their lives would be impacted in the most positive way."

Kathleen started her career in financial services in 1995 at The Travelers developing a division to educate its employees nationwide about Long Term Care Insurance and the risks of long term care. In the spirit of start-up operations she went on to become a part of the launch of The Hartford Insurance Company’s FIBC, a group offering commercial insurance through affinity groups across the country. In 1998 she became the national sales trainer for a nationwide agency specializing in long term care, home health care and assisted living insurance plans.

Kathleen joined AdviceOne LLC in 2001 as a member of the Concierge Team.

Kathleen earned her B.A. in Mathematics with a concentration in Statistics from Keene State College in Keene, N.H. She currently resides in Glastonbury with her husband, Joe, and three beautiful daughters: Peyton, Jordan and Sophia. She spends most of her free time with her family.