Our Team
The Partner's and Team Members at May, Bonee & Clark Financial Services meet ongoing industry continuing education requirements and seek additional education and training by attending local and national conferences and seminars.
Edwin H. May III, CLU, ChFC
Ted's background in insurance and financial planning spans 40 years. A Chartered Life Underwriter and Chartered Financial Consultant, he is also a LPL Financial Advisor. A graduate of Williams College, Ted and his family live in Wethersfield.
Philip M. Bonee, CLU
Phil's career in insurance and financial planning covers more than 40 years. He is a Chartered Life Underwriter and a LPL Financial Advisor. A Fairfield University graduate, Phil and his family live in West Hartford.
Both Ted and Phil are members of the Financial Planning Association, National Association of Financial Service Professionals, and the Estate and Business Planning Council of Hartford.
Daniel K. Clark
Financial Consultant
Dan brings over 10 years of experience with a focus on risk management. He is qualified to provide insurance and investment services to individuals and businesses. He is a member of the Financial Planning Association. A graduate of Holy Cross, Dan lives in West Hartford with his family.
Brendon O. Moore, CRPC ®
Vice President of Financial Services
Brendon brings over 18 years of experience, specializing on business retirement plans and personal investment planning. He is a Chartered Retirement Planning Counselor, and a graduate of Iona College in New Rochelle, NY. Brendon currently resides in West Hartford with his wife, Katelyn and family. CRPC conferred by College for Financial Planning.
Linc Maguire, AIF®
Financial Consultant
Linc brings over twenty five years of experience with a focus on business retirement plans, personal retirement planning and investments. He is an Accredited Investment Fiduciary and a LPL Financial Advisor. A graduate of Fordham, Linc lives in West Hartford with his family.
Todd A. Rosen, CRPC ®
Financial Consultant
With more than twenty years in the field of financial planning, Todd has deep experience working with both individual and group retirement plans.
Todd earned his Chartered Retirement Planning Counselor designation from the College of Financial Planning. He's able to combine his strong market knowledge and educational experience to help his clients achieve their financial goals.
Todd lives in West Hartford with his wife, Hadley, and young children.
Kevin D. May
Financial Services Assistant
Kevin brings eight years of experience in the financial services industry. Having worked in both finance and accounting, his main focus is providing assistance to the advisors on individual investments and 401k plans. A graduate of Bryant University with a B.S. in Accounting, he lives in Rocky Hill.