Advisory Board

Bob has provided fee based financial planning services for the business owner and entrepreneur since 1985. A Certified Financial Planner Practioner, Bob seeks to provide objective financial advice to help his clients make smart financial decisions. He believes the best professional practice is to always keep the needs and interests of the client first and foremost.

Bob is active in the community having served on the Board of Directors for the Fairfield Chamber of Commerce and led The Small Business School for its membership. His community service in Trumbull includes the Longhouse Chief for the Lakewood YMCA Guides and Princesses program. He is a frequent speaker to local PTAs.

With a focus on business issues and experience in marketing, graphic design, and database and Website development, Kate bridges the gap between marketing and technology to provide a full range of electronic, print, and multi-media solutions.

Ken Halaby is a worldwide business executive, public servant, volunteer and charity fund raiser. He is a former publishing company owner, US State Department official, and First Selectman of the Town of Trumbull. Ken was five-time chairman of the Trumbull Planning and Zoning Commission and Chairman of Trumbull’s 1984 Master Plan of Development. Ken has been active in public service in Trumbull for more than twenty-five years.

• Financial Advisory Board to the Superintendent of Schools
• Trumbull High Boosters Club and Pop Warner Board of Directors
• Past president of the Trumbull Tennis Association and member of the Tashua Knolls Senior Men’s Golf Club
• Executive Vice-President of the Tourette Syndrome Association
• Board of Directors of the Kennedy Center
• Board of Directors of the Courage to Speak Foundation (Against Substance Abuse)
• First President and Founder of the Trumbull Land Trust
• Awards include: Tourette Syndrome Association’s Man of the Year; Legion of Honor Citation; US Medal for Civilian Service during Vietnam; Outstanding military Trainee; Above and Beyond Award (Regional Youth Adult Substance Abuse Program)

Newtown Savings Bank is a community bank based in Newtown Conn. with 9 locations in Fairfield, New Haven and Litchfield Counties, including Trumbull and Monroe. The Bank is one of the largest mortgage lenders in the area and provides a consumer services for checking accounts and other deposit services as well as investment services.

John is a graduate of the University of Conn., a Certified Public Accountant who practiced 23 years as a CPA. He is actively involved in several community organizations including:

• Danbury Hospital Finance Committee
• Family Counseling Center
• Ashlar of Newtown, Board of Directors (Finance Committee, Board of Directors)
• United Way of Northern Fairfield County (Member Board of Directors, Chairman of the United Way Campaign)
• Family Loan Program for the Greater Danbury Area (Founder and Advisory Board Member)
• Various Fund Raising Activities