Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Donald Codori, MSFS, ChFC®, CLU®
Founder
(401) 618-5925
With nearly six decades of experience helping individuals and families navigate their financial futures, Donald F. Codori brings a deep well of knowledge, empathy, and strategic insight to every client relationship. A graduate of The...
Larry McHugh
Financial Director
401-783-0306
Laurence A. McHugh is a seasoned financial advisor with over 30 years of experience in the financial services industry. He began his career at major institutions including Bank of America,...
Cindy Trahan, FLMI
Office Manager
(401) 618-5925
Cindy Trahan, Pegasus Financial Group VP of Operations, has been working within the financial services arena since 2003 and within the insurance industry since 1984. Trahan began her career with Penn Mutual before joining National...