Our Team

William R. Micari AIF®
Owner / Advisor

Bill started his practice in 1990 at MassMutal providing investment management and employee benefit services to his clients.  In 2008 he joined Cambridge Investment Research, Inc.  Cambridge is one of the nations leading independent broker dealers, providing the latest in technology and practice management support to its affiliated advisors.

Raised in Bristol,CT Bill attended Western New England University and received a Bachelor of Science degree in 1989 in Business Management.  He currently holds securities license series: 7, 6, 63, 65.  In 2011 he earned the AIF® Designation from the Center for Fiduciary Studies.  The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Bill lives in Burlington, CT with his wife Sandy and his children Morgan, Nicholas, Ryan and Matthew.  He enjoys spending time with his family, coaching his boys soccer and baseball teams and watching Morgan and Nicholas play lacrosse.

Active in the Burlington and Bristol communities:

Current member, Investment committee of Main Street Community Foundation.

Current member, Economic Development Committee of Bristol Chamber of Commerce.

Past Board member, Bristol Chamber of Commerce.

Coach, Burlington Junior Soccer Association.

Coach, Burlington Little League.



Lori Malinski
Practice manager / Client support

Lori has 13 years of experience in the financial services and insurance industries.  She provides our clients with administrative support and customer service.


Jo-Anne Sabin
Employee benefits account manager

Jo-Anne has 30 years of experience in employee benefits.  She provides market research for our clients, presentation design and client service support.