Our Team
Integrity. Honesty. Intelligence. These characteristics define our business and the talented team that is responsible for managing all aspects of client services.
Leadership
Ray Kubick
CF Founder, CEO
For over 31 years, Ray Kubick has provided sophisticated financial advice to doctors, attorneys, business owners and executives.
Rob Kauffman
Partner
For the past 33 years, Rob Kauffman has advised business owners, executives and families on insurance and financial planning.
Pete Holmquist
Senior Vice President, Wealth Advisor
For more than 37 years, Pete Holmquist has advised high-net-worth individuals and families through every kind of market.
Geoff Croteau
Financial Advisor
Geoff is a financial advisor with nearly two decades of experience helping families and business owners build financial plans tailored to their needs.
Maria Basil
Chief Operating Officer
With a career centered around problem-solving and operations, Maria brings extensive experience in strategic business planning, systems and processes.
Peter “P.J.” Foti
Director of Wealth Management
P.J. is an integral member of the financial service team, focused on portfolio construction and aligning investments with each client’s goals.
Kimberly Rumino
CF Insurance Services Director
Kim is a 25-year insurance industry veteran dedicated to ensuring each CF client’s insurance strategy complements their current financial plan.
Anna Pereira
Client Experience Director
Anna brings over 35 years of accounting and client support experience and plays a key role in managing operations and the overall client experience.
Helene House
Client Services Manager
Helene brings more than 25 years of client-service experience to Connecticut Financial®, combining attention to detail with a personalized approach.
Jared Kubick
Client Services Associate
Jared Kubick represents CF’s future management continuity, serving as a financial analyst and client liaison while supporting the team and client meetings.
Jessica Grenier
Marketing Director
Jessica Grenier is a results-driven Marketing Director specializing in strategic planning, creative design, email campaigns and newsletters for Connecticut Financial™.