Our Qualifications

Steven S. Wedegis, President



Mr. Wedegis entered into the business full time in 1992. He had served in many capacities in the business prior to that time on a part time basis. He holds an undergraduate degree in Finance from the University of Connecticut and a Master of Science in Taxation from Bryant University.



He holds the following professional designations: Enrolled to Practice before the IRS (EA) 



He holds the following licenses: Series 7, 24, 65, 51 and 63. He is also licensed in Insurance: Life, Health and Variable Annuity.



He is a member of the National Society of Tax Professionals and the Estate and Tax Planning Council of Eastern CT.



His primary duties are working with clients in preparing strategies to accomplish their goals and is responsible for strategies in Tax Planning, Accounting, Probate, Insurance and Investments, for both personal and business clients