Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
MacKinstry Financial & Investments, LLC utilizes LPL Financial, Member FINRA/SIPC, the leading independent broker-dealer firm in the United States (as reported in Financial Planning Magazine June 1996-2016 based on total revenue). Therefore, we do not offer any proprietary products. We specialize in retirement planning by looking at your whole picture today and for the future.
Through our subsidiary, Educators' Retirement Consulting, we have helped hundreds of educators in Connecticut with their retirement needs. We also assist small business owners and individuals to help them reduce their tax burdens, save for retirement and provide for their employees. We make it a priority to connect our clients’ financial decisions with their goals and values.
Tracy A. MacKinstry, CFS
860.669.9900, ext. 3
Tracy helps you make smart choices with your money. As your financial consultant, Tracy will meet you where you are on your financial journey, knowing everyone’s goals are unique and based on their personal and family needs, and will partner with you to develop plans based on your life goals to pursue the retirement outcomes you desire. Read more...
Jillian E. Shepard
Client & Operations Manager
860.669.9900, ext 1
Jillian Shepard is the Client & Operations Manager at MacKinstry Financial & Investments, LLC. A Connecticut shoreline native, Jillian's diverse background, attention to detail and can-do attitude make her someone that you can trust to respond to your needs. Contact Jillian to schedule your next meeting, discuss marketing/sponsorship opportunities, or to sign-up for one of our workshops.
Christian R. Tompkins
Client Service Associate
860.669.9900, ext 2
Christian Tompkins is the Client Service Associate of the MacKinstry Financial & Educators Retirement team. A recent graduate of Central Connecticut State University, Christian is eager to help and dedicated to client satisfaction. If you have general questions on your account, need forms sent to you to make a change, or simply need to set up your next financial check-up, Christian can help you!