Steven Butler
Financial Advisor
Cooper Financial Services
Steven Butler is a dedicated fiduciary financial advisor who believes that helping people with their finances is paramount. With a focus on individuals, Steven guides clients toward achieving their financial goals. His commitment to excellence shines through meticulous research and in-depth analysis, ensuring that every recommendation aligns perfectly with the unique needs of his clients.
Kevin Coscarelli
Financial Planner
Charter Oak Financial
Kevin Coscarelli has worked in the insurance and financial services industry for the past 13 years. He currently works for Westchester Financial Partners, a firm that focuses on retirement consultations for pensionable employees in NY State and New York City. They operate two offices, in which Kevin runs the office based in Long Island.
Kevin is married, and has a two year old daughter named Mia.
Danellys Pirela
Experienced Professional
New York Life
Danellys Pirela, originally from Venezuela, holds a Master’s degree in Management Science from The Caribbean International University. Happily married and a proud mother of two, she embarked on her professional journey in Panama, dedicating nearly six years to the insurance industry. Initially serving as a Life Insurance Agent for two years, she was subsequently promoted to the position of Sales Manager. This role afforded her the opportunity to cultivate a profound understanding of the financial sector and refine her leadership abilities.
In 2020, Danellys and her family relocated to Connecticut, where she resolved to reengage with the captivating realm of finance. Deeply passionate about community service, one of her primary aspirations is to guide Hispanic families toward financial empowerment while contributing significant value to her community
Heather Tabachnick
Wealth Management Advisor
Northwestern Mutual
Heather Tabachnick, a Connecticut native and second-generation Wealth Management Advisor partnered with Northwestern Mutual, brings five years of experience to her practice. Recognized with a production award, she also mentors interns as a College Unit Director in the financial services industry. Heather holds licenses in life, health, and investments, and is currently pursuing her Certified Financial Planner designation through the American College of Finance.
In her national practice, Heather specializes in partnering with medical practice owners, women-owned businesses, and individuals focused on long-term generational and community impact. Clients appreciate her team’s focus on comprehensive planning tailored to their vision and desired life outcomes, expressing joy, security, and clarity in their financial journey.
Heather earned her bachelor’s degree in psychology from Iona College and completed her master’s program in Industrial-Organizational Psychology. Actively involved in her community, she advocates for financial literacy and volunteers in the emergency department at Hartford Hospital. A dedicated mother to her six-year-old son, Mason, Heather also prioritizes her values of “Health and Wealth” through participation in running and volleyball clubs. She enjoys traveling, lifelong learning, and cherishing moments with loved ones.