Whether it’s an email, phone call, meeting or other interaction, you will always be communicating and working with an experienced advisor. It’s vital that you know that a principal of the firm will always be your point of contact and personal guide as your plans progress and change.
Charles grew up in in the shadow of the Rockies, graduating from high school in Colorado Springs, CO before moving down to Dallas to start his college and professional career. Charles graduated from Southern Methodist University, Dallas, TX, with a Bachelor of Arts in Mathematics, thinking he may might want to take his fascination with numbers and use them as an actuary. After having worked with several employee benefits firms consulting on defined benefit and 401(k) plans, he realized that he preferred working with families and their goals and joined Fidelity Investments and worked as a Financial Consultant in the New Haven, CT branch.
After a long career at Fidelity, Charles worked at several shoreline branches of NewAlliance Bank as the Financial Advisor. Quickly becoming disillusioned with the commission-based sales model, Charles continued to search for a way to deliver investments and financial planning without conflicts of interest and commissions.
Ultimately, Charles was given an opportunity to work for a firm that provided investment solutions to Registered Investment Advisory firms across the country. Leveraging his experience as an advisor, Charles worked his way up to serve as the Senior Consultant of Advisor Services at Symmetry Partners in Glastonbury, CT. His role there was to assist advisors with building better portfolios for their clients as well as maintaining and building more client-centric practices.
In 2010, Charles and Rebecca embarked on their dream of providing fee-only financial planning and investment planning to families in Connecticut and launched Springboard Asset Management, LLC.
Rebecca was born the daughter of an academic and her early years were spent moving up and down the east coast as her father studied at several universities. Eventually, her family put down roots in Cheshire when Rebecca was in the 4th grade.
Rebecca graduated from Cheshire High School ('93) and then received her Bachelor of Science in Business Administration from Eastern Connecticut State University. Her first job out of college was in 401(k) administration working for Aetna in Hartford. After a few years at Aetna, Rebecca relocated to Phoenix and worked at Charles Schwab where she assisted large institutions with complex and time- sensitive trading demands.
After a few years at Schwab, Rebecca returned to Connecticut and later joined Fidelity Investments in the New Haven branch. Rebecca had found her calling, applying her knowledge of investments to real- world planning needs.
Most recently, Rebecca worked at another NAPFA Registered Fee-Only Investment Advisory Firm in the Hartford area where her focus was financial planning and investment management. In 2010, Rebecca and Charles embarked on their dream of providing fee-only financial planning and investment planning to families in Connecticut and launched Springboard Asset Management, LLC.