A Team Of Individuals Dedicated to Caring
For Your Financial Planning Needs
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Alan Rothstein, CPA, PFS
President
Alan is a co-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 a current Board Member and Treasurer 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 currently writes for a TV show and continues to write for theatre productions. Marisa graduated from law school and is pursuing a career in personal financial planning. Marilyn has authored two novels Lift and Separate and Other Sharp Objects.
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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.
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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.
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Amy Gay
Receptionist and Office Assistant
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. 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.
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Erinda Gjika
Financial Planning Associate/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.
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.
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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.
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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.
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Marco Alonso
Staff Accountant
Marco joined the Asset Strategies family in September 2020, right in the midst of the COVID-19 pandemic. He graduated with a bachelor's degree in accounting at Central Connecticut State University. Marco prepares tax returns, responds to tax notices, and dives deeply into tax research.
Outside the office, Marco can be found practicing martial arts at his local gym. As an avid fan of the sport of mixed martial arts, Marco enjoys learning new kickboxing and Brazilian jiu-jitsu techniques. While at CCSU, Marco was a longtime member of the Brazilian jiu-jitsu club.
As an animal lover, Marco is happy to spoil his dog, Hunter, with toys and treats.
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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.
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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.
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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.
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Myrtle the Third
Comfort Tortoise Extraordinaire