The people behind your plan.
We believe good advice comes from a team that knows you—not a call center, not an algorithm. Here are the people who show up for our clients every day.

Dean founded Kingston in 2011 with a simple conviction: families deserve independent, fiduciary advice from someone who takes the time to understand their full picture. Over 15 years later, that conviction hasn't changed.
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Kevin brings a modern perspective to Kingston's client relationships, combining deep market knowledge with the personal attention that defines our practice.
Full profile →No proprietary products. No sales quotas. Our recommendations reflect what's right for you.
Legally bound to put your interests first—not a slogan, an actual standard of care.
Based in South Windsor. Most of our clients live within an hour's drive.
Investments, taxes, insurance, estate—we manage how they interact, not just individual parts.
Want to meet in person?
Schedule a free 30-minute introduction. No cost, no obligation—just a conversation about what matters to you.
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