About Us

Stephen Bacon is a licensed investment advisor representative, providing comprehensive financial plans to help achieve his clients’ financial goals.  His licenses include Series 24, Series 6, Series 7, Series 65 and Series 63.  He also holds various insurance licenses including Life, Variable Life and Accident and Health.  Stephen is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care.  Steve graduated from Central Connecticut State University with a Bachelors of Science in Accounting.  He also attended the University of Hartford’s Masters of Taxation program.  Steve resides in West Hartford, CT, with his wife Janet.

 

David Gendreau is a licensed investment advisor representative.  His licenses include Series 7, Series 65 and Series 63.  He also holds various insurance licenses including Life, Variable Life and Accident and Health.  David is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care.  David graduated from Central Connecticut State University with a Bachelors of Science in Accounting.  He also attended the University of Hartford's Masters of Taxation program.  David resides with his wife, Mary Alice in Hebron, CT and is very active in his local church, Church of the Holy Family.

 

Jason Gutcheon is a licensed investment advisor representative. His licenses include Series 7, Series 65 and Series 63. He also holds various insurance licenses including Life, Variable Life and Accident and Health.  Jason spent 6 years as an Associate in the investment banking division of Lehman Brothers in New York City. Jason graduated from New York University’s Stern School of Business with a degree in Finance. Jason currently sits on the Board of the Greater Hartford Arts Council, Junior Achievement, World Affairs Council and Hebrew Home and Hospital. Jason resides in Avon, CT with his daughter, Rae.
 

James Gentile graduated from the University of Connecticut in 1983 and immediately pursued a career as a touring professional golfer.  After three years of playing on various professional tours throughout the country, Jim started his business career in 1986 as a fully licensed stockbroker.  Jim worked for Dean Witter, Tullet & Tokyo, Ef Hutton, & Advest.  Over the years Jim worked on both individual and commercial accounts.  Throughout his years in the financial services businesses Jim has been involved in Sales, Syndication, & Service of numerous financial products including stocks, bonds, 401k, money management & annuities.  Jim is currently a licensed employee benefits broker, property casualty broker, and also a Series 6 & 63 registered representative.  Jim's diverse background in multiple disciplines makes him a valuable asset to clients making complex financial planning decisions.

Peter C. George is a licensed advisor representative. His licenses include Series 6 and 63. He also holds various insurance licenses including Life, Variable Life and Variable Annuities. Peter has specialized in group and individual retirement planning (design, administration and sales) for over 30 years with Cigna Group and Citigroup before joining PBI in 2011. Born and raised in West Hartford, Peter now resides there with his wife Monique.

Michelle Melendez - Office Support