Our Team
The support and guidance you receive as a client of Scranton Financial Group is the result of a unified effort on the part of a first-rate team that includes highly qualified financial advisors, administrators, marketing professionals, product specialists and more. Collectively and individually our team works with energy, innovation and diligence toward a single goal: YOUR SUCCESS.
Please contact our office at 860-399-8202 and ask for the appropriate extension OR click on the corresponding e-mail to send a message.
David J. Scranton, CLU, ChFC, CFA, CFP®, MSFS
CEO
info@scrantonfinancialgroup.com
Dave Scranton is a Connecticut and Florida resident with over 25 years of experience in financial services. He divides his time between a private practice in Connecticut and his Florida-based company, Advisors' Academy, which...
Jason Carrier, RICP®, AAMS®
Investment Advisor Representative
jcarrier@scrantonfinancialgroup.com
Jason Carrier is a native to New England and has been in the financial services industry for over 18 years. He specializes in retirement planning with a focus on dividend and interest paying financial instruments, striving to help...
Abbas Danesh AWMA® MCEP® EA
Investment Advisor Representative
adanesh@scrantonfinancialgroup.com
With over two decades of experience in tax preparation and financial services, Abbas Danesh helps to provide his clients with tax-savings strategies in all aspects of their financial, retirement and estate planning.
Steven P. Cox
Investment Advisor Representative
scox@scrantonfinancialgroup.com
Steve Cox has lived on the Connecticut Shoreline for most of his life. He grew up in Guilford, graduating from Guilford High in 1973.
Amy Collins
Client Service Specialist
amyc@scrantonfinancialgroup.com
Amy Collins joined Scranton Financial Group in 2006 and has been working with financial clients for 20+ years. Amy grew up in Clinton and lives in Guilford with her husband Todd & beautiful daughter Tessa. She is a trained chef and...
Agnieszka (Aggie) Valenta CRPC™, MBA
Financial Service Advisor
avalenta@scrantonfinancialgroup.com
Agnieszka (Aggie) Valenta was born and raised in Poland and since has resided in New England. She comes to us with financial service, taxation, and accounting experience. Aggie is Series 7, 66, Life, Accident and Health, and NMLS...
Jacob Betteridge
Financial Service Advisor
jbetteridge@scrantonfinancialgroup.com
Jake Betteridge is originally from Massachusetts and after spending 8 years in New York City, moved to the Connecticut Shoreline in 2017. At Rutgers University, he majored in Political Science. He has extensive experience in insurance...
Benjamin Barning
Client Service Representative/Investment Advisor Representative
bbarning@scrantonfinancialgroup.com
Benjamin Barning is a Connecticut and Maine resident with 12 years of experience in financial services. Ben grew up in Oakdale and now lives in East Lyme. He holds his Bachelor's degree in Business Administration with concentrations in...
Ellen (Ellie) Truckenbrodt
Long-Term Care and Medicare Advisor
ellent@scrantonfinancialgroup.com
Ellen (Ellie) Truckenbrodt is an insurance specialist with more than 15 years-experience advising individuals, families, business owners, entrepreneurs and people who are self-employed. She has been recognized as an authority in the...
Steven Bibisi
Tax Planning Representative
Steven Bibisi has been an accountant for the past 20 years and has prepared tax returns for the past 10 years .Mr. Bibisi resides in Middletown, Connecticut. He worked for Primerica Financial Services to teach biblical financial...
Sound Income Strategies
Registered Investment Advisor Firm
info@scrantonfinancialgroup.com