John’s mission is to empower high-net-worth individuals and small business owners with life-enhancing, strategic and tax-efficient financial planning. John solves complex challenges and educates clients so they can achieve informed, sustainable growth.

John is passionate in his belief that by boiling down his client’s issues into easily understood language and designing a master roadmap to financial independence, they can lead stress free lives and look back with no financial regrets.

John enjoys competition and the outdoors and is active in paddle tennis, padel, cycling, road races, duathlons, and triathlons. John lives with his wife in Weston, CT.

Dan’s mission is to help empower clients to take control of their finances, reduce stress and enjoy their hard-earned money. He specializes in supporting clients’ transition into retirement, and in the planning and administration of estates. He is passionate about financial literacy and helping clients align their goals with actionable strategies.

Dan is committed to keeping up with trends in industry and spends most of his time educating clients and other advisors around the country. In addition to his business and law degrees, he holds the professional designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).

Born and raised in Connecticut, Dan is highly involved in the community and supports many causes. He enjoys spending time with his wife and daughter on Long Island Sound in the Summer, and in South Florida during the Winter.

Brian started his career with Northwestern Mutual right out of college in 2008. He earned his ChFC® and CFP® professional designations through the American College.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Brian is a lifelong resident of Fairfield, CT and enjoys reading, traveling, exploring new places and food, spending as much time as possible with his wife and young family.

Before joining Northwestern Mutual in the summer of 2000, Chris worked for 20 years in the financial markets. Originally, He worked as a floor broker and market maker in the currency, bond and stock index markets, acting as both agent and principal. In 1991, Chris moved to the American Stock Exchange and traded equity options as a principal options market maker until 1997. From 1997 to 2000 Chris worked as an energy broker facilitating structured product deals in the electricity market. He joins Northwestern Mutual as a Wealth Management Advisor.

Chris' main responsibility is to assist our clients with wealth accumulation. His expertise lies in creating financial plans and investment portfolios, structuring asset allocation models, and implementing/servicing tax-qualified plans (401k, IRA, etc.). In addition, Chris oversees investment account reviews and rebalancing to help ensure the maximum results for our clients.

Hunter has been in the financial services industry for 48 years and has been the recipient of numerous awards and acclamations such as the NAIFA National Quality Award and is a life member of the Million Dollar Round Table. He holds his Series 7 securities license, life and health insurance licenses, and has earned the professional designations and certifications of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Hunter's specialties include fee-based financial planning, investment advisory, trust services, and risk management (personal and business). His main responsibilities include overseeing plan design and implementation, business development, and ensuring our clients always receive exceptional advice and service.

Hunter and his wife, Alisa, are residents of an equestrian community in Newtown, CT. Their daughter, Catherine, is director at ESPN.

The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.

MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.  Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

As a Northwestern Financial Advisor (with over 30 years of service) my goal is to improve families’ overall financial security. From my Babson college graduation, our marriage, the raising of our three children, and caring for elderly relatives, my own life experiences have helped me mentor families to save for college, retirement and other dreams. Sometimes life gets in the way of our plans. To insure family goals become reality, I can provide financial planning solutions to help you protect and prepare for the unexpected.

Everything starts with getting to know a family’s concerns, goals, challenges, and investment style while creating and implementing a long-term plan. Several clients have told me they appreciate me listening without being judgmental; they can be honest without being defensive while discussing options. Others have described me as their financial therapist. Whatever stage of life you are in, or looking to plan for, my team and I work to offer you effective and practical solutions.

George began his career at Northwestern Mutual as a College Financial Representative in 2015 while at school at Southern Connecticut State University where he obtained a Bachelor of Science in Finance in 2016. George then transitioned to being an Associate Financial Representative and has filled several progressive roles which fueled his passion for financial planning. George lives in Bridgeport, CT with his son George Jr. In addition to spending time with friends and family, George loves traveling, trying new things and playing basketball.

Rosemary has been an integral part of our team since 2013. Originally from Amarillo, Texas, Rosemary attended Amarillo College. After moving to Connecticut, she continued her education at NCC and UConn. Rosemary went onto work in corporate America in administrative roles and eventually worked part-time while raising her two children. Rosemary and her husband live in Stamford.

Gretchen joined the Holmes and Pritchard Team in September 2021 to provide operational support and enhance the client experience. Originally from Auburn, Maine, Gretchen earned her Bachelor of Arts degree in Economics from Union College in 1993. Gretchen worked with The Principal Financial Group and MassMutual as a Customer Service Associate and a Relationship Manager.

Gretchen and her husband enjoy being empty nesters in Fairfield while their children attend college.

Jason joined Northwestern Mutual in 2017 after graduating from Sacred Heart University with a bachelor’s degree in both Finance and Economics and is currently pursuing the Chartered Financial Analyst® (CFA®) designation.

In his free time, Jason enjoys all things outdoors including hiking, kayaking and rock climbing and is actively working towards his goals of climbing to the highest point in every state and visiting every national park.