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A Collaborative Approach

Who We Are

Who We Are

In 2003 Steve DeGraff established his practice as a Financial Advisor.  Now, with offices in Groton and New Haven, that practice has grown to include a team of dedicated professionals whose mission is to help business owners, individuals, and families organize their financial lives and plan for their future. 

We are a collaborative team, drawing on years of experience, extensive firm resources, and a network of specialists to fully address our clients long-term financial needs.  As the world we live in becomes more complex and volatile, the need to organize, grow, and protect your financial interests is essential. 

We look at the whole of your financial life, from investing, insurance and retirement to estate and business considerations.  Regardless of what stage of life you are in our goal is to facilitate the decision making process and guide you over the long-term towards your financial objectives.



How We Work

How We Work

Over years of helping people we have learned that there are three common struggles for clients:

1)  Organization.

2)  A clear understanding of their long term situation. 

3)  Time and expertise to work on issues. 

We recognize that making important financial decisions can be difficult.  Whether working on a holistic financial plan or targeted needs, we guide you through a process shaped by your financial situation. 

This step-by-step approach facilitates decision making and problem solving based on what is in your interest.  From organization to implementation, personal or business issues, we do the homework so you can take the financial steps necessary to achieve your long-term vision.

About Steve DeGraff and his Team

Steven H. Degraff, CExP™

Wealth Management Advisor Certified Exit Planner


Steve DeGraff has been working with families and business owners for nearly twenty years.  He comes from a family business background, having worked with his father, jointly running a successful boatyard in Upstate New York.  Twenty years ago, when Steve's parents went to sell their business and retire, there was no one person who understood the entire process. 

As a Financial Planner and Certified Exit Planner, Steve now serves as that person.  From personal planning, business planning, or divorce planning, Steve understands the many decisions that must be made, and how to guide clients through each step. 

Steve has served clients in CT, RI & NY since 2003.  He joined the National Financial Network (NFN) team in 2016, recognizing the value offered by their resources and team culture.  In 2019 he established the Groton, CT office for NFN.  Now with offices in Groton and New Haven he can better serve the needs of clients throughout Connecticut and Rhode Island.

Steve received a degree in Economics from Cornell University.  He is a contributor to, and past board member for Women & Family Life Center in Guilford CT.  He also teaches financial education at Gateway Community College in New Haven.  His community service has also included participation with Rotary International and Leukemia Cup Regatta sponsorship .  Steve is an avid sailor and  resides in Niantic, CT with his wife and two sons where he enjoys sailing and shoreline life.  He holds a CExP certification, series 7, 6, 65 & 63 securities licenses, as well as his Life & Health License. 

Certified Business Exit Planner

Wealth Management Advisor

 Registered Representative and Financial Advisor of Park Avenue Securities.

Brittni Oxendine

Financial Advisor


Brittni has been in the financial services industry since 2016. She started her financial career at Edward Jones, where her grandfather retired as a financial advisor.  She was encouraged by both her grandfather and uncle to join the financial services industry.  Brittni had great success with Edward Jones, opening her own office in September of 2018 in Westbrook, Connecticut. Although her practice was growing, she felt there was something missing.  A member of the NFN team reached out to Brittni to discuss the future of her practice and she realized what she was missing was the sense of team.  After meeting other members of the NFN leadership team and associates within the firm, she felt NFN would become her home to continue to grow and expand her practice.

Brittni uses open and concise communication keeping conversations with clients centered around understating what is most important to them. Establishing goals and having timely conversations to make sure she clearly understands what they are working towards allows clients to feel taken care of. She checks in regularly to make sure clients stay the course and are on track with a plan to achieve their goals.  She believes that empowering clients to make their own financial decisions based on the facts of reality and protecting for the curve balls life tends to throw allows her to be viewed as a valuable resource.

In her spare time, Brittni is on the board and an ambassador of the Old Saybrook Chamber of Commerce. She is also an ambassador for Big Brothers Big Sisters and has been mentoring her Little since 2016. She enjoys hiking, kayaking, and spending time at the beach when the weather is nice. Brittni is an avid reader, loves traveling absolutely anywhere, and trying out new restaurants.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 

LIsa DeGraff

Office Manager


Lisa brings years of office manager experience to the Groton team, providing organization and operational support.  Her dedication and contribution to the team allows our advisors to invest their time and energy with their clients.  Lisa worked for several years as a Para in the East Lyme Middle School assisting students with special needs.  This experience provides her a unique perspective on the challenges parents of special needs children face.  In addition she has worked in the automotive field and as an office manager for Lorensen Auto Group.  This varied background makes Lisa a valued member of the team, enhancing our ability to engage with and take care of our clients.

Taylor Thompson

Financial Representative


Taylor specializes in Medicare and Life Insurance to help clients identify and implement protection solutions that appropriately fits their needs.  Taylor joined our Groton team in order to provide her clients with expanded services and capabilities.  She brings an experience and passion for the importance of insurance and it's role of protecting those we love.

Taylor moved to the United States from Vancouver, British Columbia.  She has a passion for travel and exploration and has lived in nine states, and spent three years abroad in Germany.  Through her life experiences, Taylor has a diverse professional background in marketing, management, human resources, and recruiting.  She knew that she wanted to have more a personal impact on the lives of others and decided to make the shift into the Financial Services industry. 

She attended the American Intercontinental University for Criminal Justice and Crisis Management and enjoys golfing, snowboarding, ballet, and reading in her spare time.  A mother of 3 girls, Taylor aims to empower them through my example to pursue their dreams, both professionally and personally.  

Taylor became a Financial Representative for two reasons.  Her own personal experience dealing with Hereditary Angioedema, where she learned firsthand the importance of protecting her financial future, which inspired her to help others learn and understand the importance of planning for life’s unknowns. Also, at the young age of 21 Taylor lost her father and experienced what it was like to have a provider unexpectedly pass without insurance in place.  She is an advocate for people looking to do better with the dollars they earn and may not know where to begin the journey. 

Financial Representative of Guardian. Guardian and its subsidiaries do not issue or advise with regard to Medicare.