Our Team Mitchell H. Gilbert, CFP® (860) 676-9975 (860) 677-4861 email@example.com Mitch has been active in the Financial Planning and Wealth Management arena for over 30 years. He graduated from Hartwick College in 1975 with a BA in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also an LPL Investment Advisor Representative and a consistent member of LPL Financial’s Patriot Club*, limited to the top 10% of LPL Advisors in the United States.Mitch has been a partner with Ruth since 1995. Their objective is to help clients achieve their goals through knowledge and preparation. He is currently licensed in 22 states.Mitch is married, has three grown children and is an active member of various volunteer organizations.*Based on annual production Anna M. Carullo Assistant to Mitchell H. Gilbert and Ruth G. Timme (860) 676-9975 (860) 677-4861 firstname.lastname@example.org Since 1995 Anna has played an integral role in the growth and success of Gilbert & Timme, LLC. As Office Manager, she is responsible for the day-to-day aspects of client servicing and operations. In that capacity, Anna both assists with and oversees the maintenance and establishment of client accounts, mutual fund and equity trades, asset reallocation, distribution processing and other general daily operations.Anna enjoys playing tennis and is currently on two USTA tennis teams. When not playing tennis, she can be found in her garden. Colleen Miller Communications Specialist (860) 676-9975 (860) 677-4861 With a daily checklist in hand, Colleen ensures that all our computer records are accurately updated, that any letters we need sent today are, in fact, sent today and that any reports we require are completed on time.When not in the office, Colleen works with children in the Special Education Department at Farmington Elementary School. For fun, Colleen enjoys water sports, in particular, jet skiing with her husband, son and German Shepherd.