More than 40 years experience in the financial industry

Eileen Wilson

Executive Assistant
Notary

Eileen Wilson works to provide our premiere clients with personalized attention, coordination of services, and to assist in creating and protecting family and personal legacy.

Eileen has a diverse professional background, primarily with more than 20 years with the State of Connecticut working with the criminally and mentally challenged populations. She holds a degree in Social Work and is exceptional at providing empathy and developing great interpersonal relationships.

Eileen is married toa Navy War Veteran with whom she has two children, a daughter working in business administration and a son serving as a Seabee in the United States Navy.

When not in the office Eileen is spending time with her husband and their golden retriever. She is an avid reader, loves refurbishing antique furniture and at the top of her bucket list is to see a moose in person.

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.