Who We Are
Our Team
No needs are more important than your own. We pride ourselves on making your goals our goals. We don’t simply work for you—we work with you to understand who you are as an individual and as an investor.Our mission is to help you define your financial objectives and use that knowledge to develop a plan—together—that is tailored to fit your unique needs and preferences and is in your best interest. We’re proud to offer comprehensive financial planning resources that provide access to education, advice, planning, and consultation.
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Victor Adler
Executive Vice President / Wealth Management, Financial Advisor
Evan Gilchrest, CFP®, CRPC™
Executive Vice President / Wealth Management, Financial Advisor
Christopher MacPherson, CRPC™
Executive Vice President / Wealth Management, Financial Advisor
James Poliner, AAMS®
Vice President / Wealth Management, Financial Advisor
Michael Rossley, CFP®, CRPC™
Financial Advisor
Rebecca Dotson
Account Executive
Alexis Jankauskas
Registered Private Client Associate
Amanda Keroack
Private Client Associate
Jessica Maheu
Private Client Associate
Awards
Forbes 2025 Best-In-State Wealth Management Team
For the third consecutive year, Glastonbury Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team.
Forbes 2024 Best-In-State Wealth Management Team
For the second consecutive year, Glastonbury Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team.
Forbes 2023 Best-In-State Wealth Management Team
Glastonbury Wealth Management has been recognized as a Best-In-State Wealth Management Team by Forbes.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Interfaith Golf Open Tournament
Proud sponsor of the Interfaith Golf Open Tournament for more than a decade, benefiting local families and community programs throughout Middlesex County.
Connecticut Children’s Medical Center
Continuing our tradition of giving back by supporting children’s health and well-being through Connecticut Children’s Medical Center in 2021 and 2023.
Crohn’s & Colitis Foundation and National Bleeding Disorders Foundation
Celebrating team milestones by supporting the Crohn’s & Colitis Foundation and the National Bleeding Disorders Foundation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
