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A Team Of Individuals Dedicated to Caring
For Your Financial Planning Needs

Get to Know Your Advocates In Understanding

Alan Rothstein, CPA, PFS Photo
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Alan Rothstein, CPA, PFS


Alan is the founder of Asset Strategies, Inc., as well as the founder and principal of Rothstein & Co., LLC.  Alan is passionate about helping individuals, families and businesses meet their financial goals. With over 40 years of experience as a CPA and financial advisor, Alan knows the ins and outs of successful tax planning and long-term investing. Alan holds a bachelor’s and master’s degree in accounting and has earned the Personal Financial Specialist (PFS) designation from the AICPA.

In Alan’s spare time he enjoys traveling and spending time in his favorite city, New York. His love of the New York Yankees explains why we have stadium seats in our office, but we keep things even with a seat from the Red Sox Green Monster, as well.

Alan is committed to public service. He is an Emeritus  Board Member of Journey Home, whose mission is to end chronic homelessness in the Greater Hartford area. Alan is also an active member of the Probus Club of Greater Hartford, which helps mentally and physically challenged adults.

Alan’s favorite title is “baba.” Alan raised two daughters, Sharyn and Marisa with his spouse, Marilyn. Sharyn writes for TV shows and also writes for theatre productions. Marisa graduated from law school and is enjoying a career in personal financial planning. Marilyn has authored three novels: Lift and Separate, Husbands and Other Sharp Objects, and Crazy to Leave You.

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Nolan J. Robinson

Chief Compliance Officer

Nolan Robinson joined the Asset Strategies team in July 2023 as its Chief Compliance Officer.  Nolan is a practicing attorney in New York with experience and expertise in the regulation of financial institutions.

 Outside of the office, Nolan serves his community by sitting on the boards of various non-profit organizations and serving on his local Zoning Board of Appeals. 


Sherry Sheehan, FPQP Photo Sherry Sheehan, FPQP Hover Photo
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Sherry Sheehan, FPQP

Director of Operations

Sherry Sheehan began working for Asset Strategies in February 2021 as a Tax Assistant and then moved into the role of Client Services Specialist.  Not long after that, Sherry was promoted to Financial Planning Associate.  She recently earned the FPQP designation (Financial Paraplanner Qualified Professional).   

In April 2022, Sherry assumed the role of Director of Operations.  She keeps the office running and keeps all of us focused.  She's amazing!!

When not working, Sherry enjoys creating art in a variety of media and baking (which she has done professionally.) She also loves to be outdoors hiking, kayaking, and gardening. Sherry has a long history of volunteering. Her most recent commitments were with the Bristol Hospital Hospice program visiting patients, and as a grant writer for Xcel, The Females’ Center of Excellence and Leadership, Inc.

Erinda Gjika Photo Erinda Gjika Hover Photo
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Erinda Gjika

Client Services Specialist

Erinda joined Asset Strategies in June 2022 after working as a Senior Consumer Banker for three years. She is originally from Albania, where she graduated with a Financial and Accounting degree. While there, she also worked as a Regional Business Loan Officer and Regional Underwriter for many years. She is a valuable member of the Financial Planning team and is currently working towards her CFP designation.

Erinda moved to the United States in 2019 with her family and her dog, Kiko.  After work she loves spending time with her family and exploring new places. She loves shopping with her daughters, and of course, a good espresso coffee after a long day.   

Laura Reynolds Photo
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Laura Reynolds

Client Services Specialist/Financial Planning Associate

Laura Reynolds began working for Asset Strategies in November, 2023, as a Client Services Specialist. She brings experience from TD Ameritrade and Charles Schwab, where she worked in similar roles. She has also worked directly with advisors as a Service Team Specialist for a private advisory services firm managing back office operations for 18 investment advisors.

She started her financial services career in the retail banking field, where she spent 17 years increasing her knowledge of banking, lending, and insurance, and working directly with an investment consultant.

Laura has her Securities Industry Essentials, Series 6 and Series 63 licenses.

She grew up in VT and NH, but now calls GA home, where she works as a remote employee for Asset Strategies. Outside of work, she loves to be with her family and pets, sharing time, watching sports, and enjoying the outdoors!

Amy Gay Photo Amy Gay Hover Photo
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Amy Gay

Administrative Assistant/Reception

Amy Gay joined Asset Strategies in August 2022 as our receptionist/administrative assistant.  She is your primary resource for scheduling appointments, directing clients to the appropriate staff member, and ensuring the office candy jar is full for visitors and staff.  She does an amazing job managing Alan's extremely busy calendar and ensuring he is prepared for meetings.

After studying history at the University of Massachusetts, Amy worked in education where she supported students ranging in age from kindergarten to high school.  In her spare time, she enjoys cooking with her husband, watching documentaries, and cheering for her niece and nephew at their events. 

Connie Evanoski Photo Connie Evanoski Hover Photo
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Connie Evanoski

Client Services Specialist and Tax Assistant

Connie Evanoski joined the Asset Strategies family in October 2021.  She comes to us from a Fortune 500 company with over 30 years of extensive administrative assistant and customer service experience.

When not working, Connie enjoys spending time with her husband, daughter, and family dog.  She likes to be outdoors traveling to different places in the Northeast to hike and camp.  She also enjoys bowling and going to the movies.

Joe Douaihy Photo
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Joe Douaihy

Tax and Technology Specialist

Joe joined Asset Strategies in December 2019 after working as a consultant for a number of years.  Joe brings his experience in organization and partner management along with a broad background in business and technology.  Along with preparing tax returns, Joe also helps manage the IT infrastructure at Asset Strategies.

Away from the office, Joe enjoys a very busy life which focuses on family and the outdoors. He is an avid cyclist, trail runs, hikes and cross-country skis whenever there’s enough snow.  Working in the yard is just another excuse to be outside.  A true hands-on individual, he also loves the challenge of designing and building furniture.  A firm believer in giving back to his community and preserving our environment, Joe serves on the Board of the New Hartford Land Trust and sits on the Land Conservation Committee.

Justyna Gaska Photo
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Justyna Gaska

Staff Accountant

Justyna Gaska has joined the company as a Staff Accountant after pursuing and graduating from CCSU with a Bachelor of Science in Finance in 2022. Justyna comes to us from a small CPA company and possesses experience in Taxation, Accounting and Administrative Tasks. As an ambitious individual, while at school, she also became a Licensed Real Estate Professional and loves helping people find their dream homes. When she has spare time, which is very uncommon, she enjoys photography and loves to read books while being out in nature. 

Priya Peddacama  Photo Priya Peddacama  Hover Photo
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Priya Peddacama

Staff Accountant

Priya joined Asset Strategies as a consultant in February 2022 and transitioned to a full-time employee in August 2022. She holds a bachelor’s degree in Economics which includes major studies in Political Economy, Money, and Financial Markets. Her focused attention to detail and customer-oriented mindset allow her to manage a high volume of Accounts Receivable transactions and to oversee the accuracy of internal accounts.


In her free time, Priya spends time with her husband and two charming boys and her lovely pet dog Veer. She also enjoys a glass of wine with good classical Indian music.

Pat DeWolfe Photo Pat DeWolfe Hover Photo
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Pat DeWolfe

Internal Accountant

Pat moved to CT from Syracuse NY in 1999, and has worked part time at Asset Strategies and Rothstein Co. for close to 20 years, in various capacities. She is a graduate of SUNY Oswego and SUNY ESF with degrees in English and Accounting, respectively. As well as accounting work, she has taught accounting and ESL. Golf and photography are her current favored leisure activities, as well as writing, travel, and unique crafting workshops.