Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, Clients. We are honored to have you join the Procyon community!

 

Archive

01 Jun

Posted at 02:40h in by

As the Director of Investments at Procyon, Mark plays a crucial role in leading the firm’s efforts on investment manager research and actively participates in portfolio management, including security selection and asset allocation. He is a key member of the investment committee and heads the Manager Research Group at Procyon.

Before joining Procyon, Mark gained valuable experience at The Virtus Group and Strategic Retirement Partners. He graduated from Bryant University with a B.S. degree, where he majored in finance and economics. During his time at Bryant, Mark held positions on the executive committee and chaired the macroeconomic committee for the Archway Investment Fund, showcasing his active involvement in investment-related activities.

Mark has earned the esteemed Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, underscoring his expertise and commitment to delivering exceptional financial advice. He is a member of the CFA Society of Hartford, further contributing to his professional development and staying connected with industry peers.

With his comprehensive knowledge of investment management, experience in portfolio management, and dedication to ongoing research, Mark is well-equipped to guide Procyon’s investment strategies and provide clients with informed financial advice. His commitment to excellence and active involvement in industry organizations highlight his dedication to professional growth and delivering high-quality service to clients.

Residing in Shelton, CT, Mark enjoys golfing, embarking on adventures with his dog, and passionately supporting all of Boston’s sports teams during his free time. These activities allow him to recharge and maintain a balanced lifestyle outside of work.

03 Nov

Posted at 18:49h in by

Brian specializes in working with high-net-worth families, business owners, and tax-exempt organizations, helping them align their finances with their purpose. He takes a personalized approach, developing comprehensive wealth management solutions that are specifically tailored to address the unique goals and priorities of each client.

Through a thorough discovery process, Brian guides his clients to make informed decisions based on independent analysis and objective advice. He communicates with clarity, ensuring that clients understand their options and are empowered to make timely choices. Brian also emphasizes ongoing monitoring and evaluation of his clients’ progress to ensure their strategies remain aligned with their evolving needs.

Brian’s career in finance began over fifteen years ago, starting as a financial advisor at UBS Financial Services and later Wells Fargo Advisors. His experience and expertise have led him to join Procyon Partners. Additionally, Brian is a founding partner of Gayda Vineyards in southern France, showcasing his entrepreneurial spirit.

With his commitment to purpose-driven wealth management, clear communication, and dedication to making a positive impact, Brian is well-equipped to guide clients on their financial journeys. His emphasis on aligning finances with values resonates with high-net-worth families, business owners, and tax-exempt organizations seeking holistic and meaningful financial solutions.

He holds a degree from the American University of Paris and is a dual citizen of the US and the UK. Brian resides in Baltimore, Maryland, with his family. In addition to his professional pursuits, he teaches “Yoga for a Cause,” a weekly yoga class where all proceeds are donated to charity. Brian encourages individuals to contemplate the true essence of wealth and find joy in giving back.

07 Jun

Posted at 12:41h in by

Dan brings a wealth of experience to Procyon, having spent 20 years as the principal and CEO/Managing Director of Planning Solutions, LLC, an independent financial advisory firm based in Long Island, NY. His educational journey began at Queens College, CUNY, where he graduated summa cum laude in 1979 with a Bachelor of Science in Mathematics. Initially pursuing trades in computer programming, system design, and telecommunications, he eventually found his passion in financial planning. He attended New York University, obtaining his certification as a Certified Financial Planner® in 1991.

With a focus on designing wealth creation and efficiency strategies, Dan assists families, business owners, and high-net-worth individuals in achieving their financial goals. His expertise and insights have proven invaluable in helping clients navigate complex financial landscapes. Dan’s client base spans across the NY metropolitan area, Florida, and various locations across the United States. He currently resides in Boynton Beach with his wife, Debbie, and is proud of his daughter, Michelle, who resides in Astoria, NY. Dan’s vast experience, dedication to his clients, and commitment to philanthropy make him a valuable asset to Procyon. His ability to design customized wealth strategies and his passion for making a positive impact in the lives of others align perfectly with the firm’s mission of providing exceptional financial planning services.

While Dan enjoys various activities such as exercise, golf, traveling, and cooking, he strongly believes in giving back to the community. He actively participates in charitable organizations such as St. Jude’s Research, The Special Olympics, and The Multiple Sclerosis Organization of America.

03 Jun

Posted at 03:42h in by

Caroline has amassed over 20 years of experience in financial services both in the United States and overseas. Inspired by health issues, she made a significant career shift from her global corporate job to become a fiduciary advisor, prioritizing the well-being and interests of her clients. In 2017, Caroline left UBS and joined Procyon Partners as the firm’s first Vice President, Private Wealth Advisor.

As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), Caroline crafts bespoke wealth management strategies for each of her clients tailored to their unique set of circumstances and goals. She works iteratively with each family, constantly tweaking financial strategies as circumstances change, goals are reprioritized, or legislation is updated. Caroline’s unique training as a Mediator makes her uniquely qualified to work with families where priorities may diverge to align on a comprehensive set of goals.

Caroline’s educational background includes a B.S. degree in Policy Analysis and Management from Cornell University, an M.B.A. in Finance, and an Advanced Business Certificate in Global Marketing from the University of Connecticut School of Business.

Residing in Milford, CT, with her husband, Caroline finds fulfillment in actively engaging with her community as well as boating with family and friends.

03 Jun

Posted at 02:20h in by

Andy brings over 20 years of experience in serving institutional clients for UBS Investment Bank to his role as a personal financial advisor. His extensive knowledge of global markets allows him to provide valuable insights and guidance to his clients in establishing and achieving their financial goals. Andy’s background includes advising hedge funds and mutual funds, as well as experience in institutional sales and trading.

In addition to his financial expertise, Andy has firsthand experience as an independent business owner and operator. This experience gives him a deep understanding of the financial needs and challenges faced by those involved in franchising and small business ownership.

Andy’s professional journey also includes serving as a Captain in the United States Marine Corps, stationed in Italy and Japan. He is a graduate of the United States Naval Academy, where he earned a B.S. in Economics and played Division 1 lacrosse. He furthered his education by obtaining an MBA in finance from the University of Connecticut.

As a Certified Financial Planner® professional, Andy is committed to upholding the highest standards of professionalism and ethics in his practice. He volunteers for the CFP Board Center and provides pro bono planning for military veterans through the CT FPA, showcasing his dedication to giving back to the community.

With his diverse background, financial expertise, and commitment to serving his clients and the community, Andy is well-equipped to assist individuals in navigating their financial journeys. His experience in institutional finance, small business ownership, and military service adds unique perspectives to his practice, allowing him to provide comprehensive and tailored financial advice.

Outside of work, Andy is a sports enthusiast who enjoys activities such as skiing, paddle tennis, lacrosse, golf, and yoga. He resides in Wilton, CT, with his wife and three children.

04 Feb

Posted at 14:09h in by

Jamie is a detailed, thorough, and empathetic financial professional who joined Procyon in 2025 as a Relationship Manager. He fosters relationships with clients so that he may deeply understand their unique set of life circumstances. Jamie worked as a writing tutor in college, and he applies the educational principles he learned there to financial advice, by tailoring advice to each client and ensuring they understand the rationale behind it.

Jamie began his career in financial services in 2016, and over his career he has worked at both large and small financial firms. Jamie holds his Certified Financial Planner designation, which has equipped him with a wide range of financial planning knowledge and experience. He strives to be the first stop for clients when they have any financial questions, and prides himself on helping them find the right answers.

Jamie earned a degree in Political Science from Providence College. He grew up in Vermont, and he currently resides in Southold, NY. When he isn’t in the office, Jamie is enjoying fatherhood, having welcomed his first child in 2024. In his other free time, Jamie enjoys reading, biking, and supporting everything Friars related.

03 Jul

Posted at 10:29h in by

Prasad (Sanket) has been a dedicated professional in the financial services industry for nearly 20 years, most recently joining the Procyon team in 2025. He earned his Bachelor of Science in Finance from the University of Connecticut in 2008 and furthered his expertise by obtaining the Certified Financial Planner (CFP®) designation in 2019. His experience and credentials reflect a long-standing commitment to providing thoughtful, comprehensive financial guidance.

As a CFP®, Prasad specializes in creating tailored financial plans and works closely with clients to develop customized strategies aligned with their life goals. He focuses his practice on multigenerational families, executives, and medical professionals, helping them navigate complex financial decisions with clarity and confidence. His overarching commitment is to promote lasting financial peace of mind for his clients and their loved ones.

Outside of work, Prasad enjoys playing golf, swimming, singing, and playing instruments with his children. He also values spending time outdoors on bike rides with his family and remains actively involved in the Indian community in Charlotte, NC.

05 Dec

Posted at 16:41h in by

Bevin Nealon is a Vice President and Private Wealth Advisor at Procyon, where she brings nearly 30 years of experience helping individuals and families navigate their financial lives with clarity and direction. She is known for her thoughtful, steady approach and her commitment to building meaningful relationships grounded in trust and open communication. Bevin’s mission is to provide comprehensive, goal-driven financial guidance that helps clients feel well-supported and equipped to navigate their financial journeys with confidence.

Bevin has worked in financial services since 1996. She began her career in the operations department at Smith Barney, an experience that provided a strong technical foundation and a deep understanding of the systems behind client service. She later spent 15 years as a Financial Advisor at Merrill Lynch before joining Wells Fargo Advisors in 2017. Her work has centered on retirement planning, education funding, and long-term wealth preservation. She helps clients understand how their income needs and expectations align with their goals and designs personalized strategies that balance flexibility, growth, income, and longevity. Bevin especially values working with multigenerational families and supporting them through major financial transitions. She takes the time to listen closely, develop clear action plans, and create an environment where clients feel steady and well-prepared for the road ahead.

Bevin lives in Stratford, Connecticut with her two Boston Terriers, Paris and Mystic. She enjoys hiking, exploring new trails with her dogs, and traveling whenever she has the opportunity.

02 Dec

Posted at 19:00h in by

Daniel is a Vice President and Private Wealth Advisor at Procyon, where he blends strategic financial insight with a disciplined, client-first approach. His work reflects Procyon’s commitment to delivering advice rooted in integrity and long-term perspective.

Daniel began his financial career in 2004, gaining extensive experience in wealth management, financial analysis, and portfolio construction. Prior to joining Procyon, he served as a Private Wealth Advisor with OLV Investment Group. He holds a Finance degree from Central Michigan University and follows the belief that “investing is a marathon, not a sprint,” emphasizing patience and discipline in guiding clients toward their goals.

At Procyon, Daniel partners with individuals and families to build customized strategies that reflect their unique priorities. He values transparency, trust, and long-term relationships that help clients move forward with confidence.

Daniel and his wife, Megan, live in Michigan with their three children. In his free time, he enjoys swimming, golfing, playing tennis, and spending time outdoors with his family and their dog.

02 Dec

Posted at 19:00h in by

Tim is a Vice President and Private Wealth Advisor at Procyon, where he helps clients develop clear, well-structured financial strategies designed to meet their long-term goals. Guided by a lifelong belief in service before self, Tim approaches each client relationship with empathy, patience, and purpose.

He earned his Bachelor of Arts from Anderson University and completed post-graduate studies at the University of Michigan, building a strong foundation in finance and strategic analysis. Tim holds Series 7, 63, 65, and 31 licenses, as well as Life, Health, and Variable Contracts credentials. This broad expertise allows him to deliver comprehensive solutions tailored to each client’s needs.

Tim’s professional approach is defined by careful analysis and consistent communication. He takes pride in helping clients navigate complex financial decisions with structure, accountability, and confidence in their long-term direction.

Outside of work, Tim serves as Director of Softball on the Genesee County Coaches and Officials Association board. A lifelong sports enthusiast, he enjoys officiating high school athletics and traveling with his wife, Dawn, and their two daughters.

02 Dec

Posted at 19:00h in by

Bob is a Vice President and Private Wealth Advisor at Procyon, bringing more than two decades of experience in the financial services industry. He began his career with an international firm in 1997 before establishing his own independent practice in 2007 to deliver more personalized financial guidance to clients.

Bob holds multiple industry designations, including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Life Underwriter Training Council Fellow (LUTCF®), Chartered Advisor for Senior Living (CASL®), and Accredited Investment Fiduciary® (AIF®).

At Procyon, Bob focuses on helping individuals and families create financial plans that provide structure, protection, and long-term sustainability. He believes that successful planning begins with understanding what matters most to clients and building customized strategies around those priorities.

Bob and his wife, Diane, reside in St. Helen, Michigan. They are proud parents of six and grandparents to several grandchildren. Outside of work, Bob enjoys hunting, fishing, and spending time outdoors with family and friends.

02 Dec

Posted at 19:00h in by

Jacob is a Private Client Relationship Manager at Procyon, bringing more than two decades of experience in personal finance and lending to his work with clients. Known for his discipline, reliability, and client-focused approach, he helps individuals and families make informed financial decisions with structure and clarity.

Before joining Procyon, Jacob built a successful career in home financing, developing a deep understanding of personal cash flow, credit, and long-term wealth strategies. His military background instills the integrity and precision that guide his service-driven approach today.

Jacob holds Series 65 and 66 licenses, along with Life and Health insurance licenses, enabling him to support clients with a wide range of planning and investment solutions. He believes trust and transparency are the foundation of strong client relationships and is committed to delivering thoughtful, consistent guidance.

Jacob lives in Prosper, Texas, with his wife, Alissa, and their three children. Outside the office, he enjoys community involvement, family time, and spending time outdoors.