--- title: About | Haddam Road Advisors description: Demystify financial services with Haddam Road Advisors - offering personalized guidance for confident financial planning and portfolio management. image: https://www.haddamroad.com/hubfs/Haddam-About.jpg --- [![Hadadm-Road-Only-Logo-White](https://www.haddamroad.com/hs-fs/hubfs/Branding/Hadadm-Road-Only-Logo-White.png?width=486&height=107&name=Hadadm-Road-Only-Logo-White.png "Hadadm-Road-Only-Logo-White")](https://haddamroad.com/?hsLang=en) [![Hadadm-Road-Only-Logo-White](https://www.haddamroad.com/hs-fs/hubfs/Branding/Hadadm-Road-Only-Logo-White.png?width=486&height=107&name=Hadadm-Road-Only-Logo-White.png "Hadadm-Road-Only-Logo-White")](https://haddamroad.com/?hsLang=en) - [About](https://www.haddamroad.com/about) - [Philosophy](https://www.haddamroad.com/philosophy) - Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting) - [News & Insights](https://blog.haddamroad.com/insights) - [Contact](https://www.haddamroad.com/contact) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) - [About](https://www.haddamroad.com/about) - [Philosophy](https://www.haddamroad.com/philosophy) - Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting) - [News & Insights](https://blog.haddamroad.com/insights) - [Contact](https://www.haddamroad.com/contact) [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) # About Us Haddam Road Advisors is dedicated to demystifying financial services, making them accessible and practical for everyday life. [Scroll](https://www.haddamroad.com/about#who-we-are) ## Who We Are At Haddam Road Advisors, we bring a unique blend of care, expertise, and personalized service. While numbers matter, our focus is on people—their goals, values, and the communities they support. We see financial planning as a way to create security, opportunity, and lasting impact. By understanding what truly matters to you, we craft strategies that align with your vision, helping you make confident, informed decisions for the future. ![BKearns](https://www.haddamroad.com/hs-fs/hubfs/Website%20Images%20+%20Video/BKearns.jpg?width=458&height=458&name=BKearns.jpg) ## Brian Kearns #### Founder, President My 30-year journey in financial markets has been anything but conventional. From working as a CPA and Finance Officer to roles as a derivatives trader, broker, investment manager, and financial planner, each experience has shaped my approach to planning and investing. Along the way, I’ve been involved in multiple startups across two continents and understand the challenges confronting business owners. More About Brian ![AMoses](https://www.haddamroad.com/hs-fs/hubfs/Website%20Images%20+%20Video/AMoses.jpg?width=477&height=476&name=AMoses.jpg) ## Amy Moses, MSW #### Director of Wellbeing My work is guided by a simple yet powerful question: How can I best support the person in front of me? Throughout my career, I’ve been committed to meeting people where they are and helping them navigate life’s transitions with care and understanding. I recognize the evolving seasons of life and am passionate about providing the guidance and support needed to enhance overall wellbeing. More About Amy ## Navigate your financial future with confidence. [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) #### [![HaddamRoad-logo-hori-green-HR](https://www.haddamroad.com/hubfs/HaddamRoad-logo-hori-green-HR.svg)](https://45773680.hs-sites.com?hsLang=en) Haddam Road specializes in providing comprehensive financial planning, investment management, and tax & consulting services. We help our clients navigate their financial journeys with confidence, support, and personalized guidance. Services - [Financial Planning](https://www.haddamroad.com/services/financial-planning?hsLang=en) - [Portfolio Management](https://www.haddamroad.com/services/portfolio-management?hsLang=en) - [Tax & Consulting](https://www.haddamroad.com/services/tax-consulting?hsLang=en) Resources - [News & Insights](https://blog.haddamroad.com/insights?hsLang=en) - [Schedule a Call](https://www.haddamroad.com/schedule-a-call?hsLang=en) Company - [About](https://www.haddamroad.com/about) - [Philosophy](https://www.haddamroad.com/philosophy?hsLang=en) - [Contact](https://www.haddamroad.com/contact?hsLang=en) Forms - [Form CRS](https://www.haddamroad.com/hubfs/Footer/Form-CRS.pdf?hsLang=en) Copyright © 2026 Haddam Road Advisors. All Rights Reserved. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Investment advisory services offered through Mutual Advisors, LLC DBA Haddam Road Advisors, a SEC registered investment adviser. ![BKearns](https://www.haddamroad.com/hs-fs/hubfs/Website%20Images%20+%20Video/BKearns.jpg?width=458&height=458&name=BKearns.jpg) ### Brian Kearns Founder, President - Since 2012, a Financial Advisor with Morgan Stanley (2014-2017), MassMutual (2012-2014), and independent RIAs (2017-2019). - 20 years' experience in derivatives - As a derivatives trader, broker, and finance officer (reporting to Financial Services Authority the UK Regulatory body, 1996-2001). - Spent 15 years in London (1994-2009); gained an international perspective on global economy and international companies. - Traded on first electronic exchanges in US and Europe (Globex, Eurex) - Started career in commercial real estate development as an accountant (1987-1991). - Bachelor of Science, Accounting Lehigh University - Certified Public Accountant, 1989 (currently registered) - Certificate in Horticulture, Royal Horticulture Society, London 2002 - PADI Assistant Instructor, (inactive), 1990-1996 - Co-Chair Financial Planning Forum, Illinois CPA Society, 2013-present - Treasurer, Sons of the American Legion Post 42, Evanston IL - Member, U.S. Speedskating.org ![AMoses](https://www.haddamroad.com/hs-fs/hubfs/Website%20Images%20+%20Video/AMoses.jpg?width=477&height=476&name=AMoses.jpg) ### Amy Moses, MSW Director of Wellbeing - Since 2017, a Mobile Health Operations Leader with Advocate Children’s Hospital, Ronald McDonald House Charities. - 20+ years’ experience in social work, program management, and community healthcare outreach. - As a Mobile Health Operations Leader, coordinated over 900 school and community visits throughout Chicagoland and managed critical healthcare responses for new migrant families. - Built a social services program from the ground up as Director of Social Work for a Community Health Clinic (1995-1998), supporting over 8,000 patients annually. - Specialized in refugee resettlement and cultural education as a Social Worker for District 65 schools (2012-2017). - Oversaw recruitment, training, and management of AmeriCorps members, leading to 1,800 school health referrals over four years. - Designed and implemented innovative health outreach programs, including flu vaccine initiatives and social determinants of health backpack distribution programs. - Master of Social Work, Medical Social Work Specialization, Jane Addams School of Social Work, University of Illinois Chicago. - Bachelor of Arts in Psychology and Sociology, Elmhurst University. - Author and presenter on mobile healthcare responses at national conferences, including the National Mobile Health Association (2024). - Volunteer experience includes Hurricane Katrina coordination, National Adolescent Suicide Hotline, and Chicago House AIDS Organization.