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.
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 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 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 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!
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.
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.