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Our Team

At Certified Financial Services, we believe in the power of long-lasting relationships with our clients. Your long-term goals require long-term plans. The success of your financial plan is dependent upon exceptional service, renowned expertise, and a lifelong relationship with an advisor that puts strategies in place from a macroeconomic perspective. The members of our team are committed to creating holistic plans designed around your lifestyle, and in pursuit of your short- and long-term goals.

Our extensive network of advisors extends to other industry professionals. Through collaboration and partnership, we provide you with solutions that lead to financial independence and peace of mind.

David Gillard

David Gillard

Financial Advisor

Edward Youmell

Edward Youmell

Enterprise Strategy

Elise Casey

Elise Casey

Financial Representative

(860) 321-1108 (voice only)

Eric Abramson

Eric Abramson

Financial Advisor

Evan Heller

Evan Heller

Financial Advisor

Jonathan Lipson

Jonathan Lipson

Financial Advisor

Judith Younessian

Judith Younessian

Financial Advisor

Ken Detz

Ken Detz

Financial Advisor

Leo Matarazzo

Leo Matarazzo

Registered Representative | Wiss Private Client Group

201.843.7700 x 320

551.206.7730

Marc Michalak

Marc Michalak, CFP

Financial Advisor

Mary Ziegler

Mary Ziegler

Registered Representative

Matthew Graff

Matthew Graff

Financial Representative

Michael Wenger

Michael Wenger

Financial Advisor

Michael R Bourassa

Michael R Bourassa

Director Disability Income Specialist

860-606-0893

Pamela Mellor

Pamela Mellor

Associate General Agent

Ryan Grealy

Ryan Grealy

Financial Advisor