HOLBROOK WEALTH ADVISORS - Key Persons

Daniel Alexander

Job Titles:
  • Financial Planning Intern
Daniel joined our team in 2019 working part-time. He is a recent graduate of the University of Maryland Smith School of Business, where he majored in finance and information systems. He is a big fan of the New York Rangers and New York Yankees and loves to play golf and tennis with his friends and family.

Michael Alexander

Job Titles:
  • PFS, JD, CPFA / Wealth Manager
My career really began when my wife, Adrienne, and I bought our house in the Holbrook Estates area of Stamford, Connecticut. We suddenly realized that even with all the skills I had learned, we were still like any other young couple who has not sorted out what their budget should be. As everyone knows, buying an old house is a money pit. Additionally, I hated the commute to the city, and so we decided that I would quit my job and work from our new home. Having a financial advisor then would have really helped us! After working on my own for a short while, I joined a local firm that has become Kolbrenner & Alexander LLC.

Tanya Livingston

Job Titles:
  • Associate
  • Client Relations Associate
Tanya Livingston is the client relations associate at Holbrook Wealth Advisors. She joined the company in July 2023 and is committed to providing excellent client support. She is at the heart of the client experience. Tanya handles the firm's operations, ensuring the smooth administration of client accounts. Prior to joining Holbrook Wealth Advisors, Tanya spent over 15 years managing regulatory examinations for a midsized financial institution based in Connecticut. Her deep understanding of the intricacies of the financial landscape and her meticulous attention to detail are important traits for her current role as well. Outside of her professional pursuits, Tanya loves to travel, having explored 21 countries, and embraced the cultural richness they offer. Additionally, she indulges her artistic side through various mediums such as photography, painting, and digital art. Tanya draws inspiration from Maya Angelou's words, "You may not control all the events that happen to you, but you can decide not to be reduced by them," which encapsulates her resilient spirit and her ability to overcome obstacles.