Roger is the founder and president of Cowen Tax Advisory Group, Inc. He entered the financial services industry in 1978 and has distinguished himself as one of the top Retirement Planning Advisors in the Country. He has the depth and experience to handle all aspects of your investment and insurance planning.
Believing in education for himself as well as his clients he earned the professional designations of Chartered Life Underwriter, CLU in 1985 and Chartered Financial Consultant, ChFC in 1987. More recently he has trained with Ed Slott in the IRA Elite Advisors Group.
However, his greatest testimony is the hundreds of happy clients he has helped over his 38 year career.
Judith entered the financial services industry in 1994 as a Certified Long-Term Care Specialist. Having an entrepreneurial background, she has since grown Cowen Tax Advisory Group, Inc. into one of the premier full-service tax and retirement planning firms in the state. Her responsibilities include overseeing all aspects of the business, paying close attention to the details and even closer attention to the family of clients.
Dylan is an ordained Rabbi and family guy. He entered the financial services industry in 2009, and in addition to becoming a successful Retirement Advisor he fast became an insurance and investment product specialist while working at Prudential Financial in New York City.
In June 2011, he and his family moved to Hartford and he officially joined Cowen Tax Advisory Group, Inc. Dylan runs the Health Insurance and Medicare Department helping everyone understand the different plan choices and making sure that his clients have the most competitive plans for their specific needs!
Dylan also continues to be an outstanding Retirement Advisor, assisting people who are discovering what is important to them in retirement and making it happen for them.
After spending 27 years in the IT Department at Travelers we were fortunate to have Sylvia join our firm. Sylvia’s love of people shows the minute you walk into our office. Everyone is greeted and treated as family. In addition she handles all service requests and keeps Roger organized.
Steve entered the accounting field more than 40 years ago, spending his career as a hospital accountant at the UConn Health Center. At Cowen Tax Advisory Group, Steve has been preparing taxes for more than 12 years and is available year round to help with tax advisory.
Don began his career at Cowen Tax Advisory Group in 2010, after retiring from his previous career as a corporate finance executive and banker. Don is a certified public account and has been preparing taxes for over 40 years.
Noel retired from The Hartford after 28 years as an IT professional and joined Cowen Tax Advisory Group for the 2014 Tax Season. Noel has an M.B.A. in Finance and had more than 12 years of tax preparation experience at a local accountant’s office before coming to us. Noel makes a great addition to the team with his professional and easy going personality.
Rebecca comes to Cowen Tax Advisory Group with 2½ years of marketing experience, a creative mindset, and a welcoming smile. With experience in event planning, creative design, and excellent customer service, she is a great addition to the team.
Sara is a recent graduate of Kalamazoo College and a new addition to the Cowen Team. Her responsibilities include IT support, event planning and general administrative assistance.