Our Team

For more than 30 years, our team has been providing customized financial planning and wealth management services, specializing in pre-retirement and retirement planning. We take the time to understand what you want out of life and work with you along your financial journey. By talking with you about your life and your goals, we seek to anticipate any changes necessary in your financial strategy.

Our clients place their trust in our team to deliver customized solutions to address their unique needs. Leveraging the power of partnership, we build on today's wealth to deliver tomorrow's financial confidence.

Michael J. Gulish, CFP®

Founder & Financial Consultant

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Michael is a CERTIFIED FINANCIAL PLANNER™ professional and president of Gulish and Associates, Inc. Since 1987, Michael has been providing objective financial advice to individuals, families, and business owners to build personalized plans to pursue their unique financial goals. He specializes in retirement planning, including the accumulation of wealth and the tax-efficient distribution of income.

Michael received his BS in accountancy with honors from Bentley College. He is an Investment Adviser Representative with Commonwealth Financial Network^® and holds his FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth and insurance licenses in multiple states.

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Michael has been active in the community for many years. In addition to coaching youth basketball, he has volunteered in many capacities with local non-profits. Michael sits on the boards of Communicare, Inc., and BHcare, Inc. He is currently the chairman of the BHcare Board of Directors.

Michael and his wife, Judy, are the proud parents of Stephen and Catherine. In his spare time, he enjoys playing golf and traveling with his wife.

Daniel J. Cain, CFP®

Financial Consultant

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Danny is a financial consultant and shareholder at Gulish and Associates, Inc. His focus is meeting and servicing client needs and providing independent investment and planning advice. He also oversees the financial planning process, and assists in the wealth management research and execution at the firm. He has been in the financial services industry for more than 10 years and has experience with other independent financial advisors. Danny enjoys building relationships with clients and takes pride in helping them seek their life goals.

Danny has his FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network^®, as well as Life, Accident, and Health insurance licenses. He graduated with a Bachelor's degree in finance from Endicott College and holds his CERTIFIED FINANCIAL PLANNER™ designation. Outside of the office, Danny enjoys spending time with his family; wife Becca, and sons Jackson and Jacob. His hobbies include golf, hockey, and lacrosse.

Michael E. Messina, CFP®

Financial Consultant

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Michael is a Quinnipiac University Alumnus, graduating with a BS in mathematics. He joined Gulish and Associates, Inc., shortly after, where he oversees daily operations and portfolio construction and analysis. He takes great pride in providing excellent communication and assistance to clients while they pursue their goals.

Michael holds his FINRA Series 7, 63, and 65 securities registrations with Commonwealth Financial Network^® and continues to advance his education.

In his spare time, he enjoys an active lifestyle, following his favorite sports teams and musicians, as well as spending time with friends and family.

Stephen Gulish, CFP®

Financial Consultant

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Stephen graduated in 2014 from the University of Connecticut with a BS in finance. He started his career at Gulish and Associates, Inc., working as a registered assistant, supporting the advisors in the office and providing service to clients. In 2015, he joined the Retirement Plan Services team at John Hancock as an internal sales consultant and spent three years supporting financial advisors and helping small business owners implement 401(k) plans. Stephen rejoined Gulish and Associates, Inc., in 2019 and now spends his time working individually with clients and using his experience at John Hancock to help manage the retirement plan side of the business. He especially enjoys doing analysis on 401(k) and 403(b) plans and educating employees and employers about the benefits of participating in a retirement plan.

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Stephen holds his FINRA Series 7, 63, and 65 with Commonwealth Financial Network^®, as well as his life insurance license. Stephen is an avid sports fan, especially baseball and basketball. He is a huge Red Sox fan and spent three years working with the UConn women’s basketball team, including during their championship seasons of 2013 and 2014. Stephen also loves being outdoors and traveling with his wife, Kristen.

Catherine Gulish

Client Service Associate

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Catherine graduated from Stonehill College with a BS in marketing. In 2017, she joined the marketing team at W.B. Mason where she spent three years creating and building relationships with vendors, a skill she looks forward to using in her new position. Catherine joined Gulish and Associates, Inc., in 2020 where she works to enhance the firm’s digital presence, provide support to office staff, and continue her education.

In her spare time, Catherine enjoys spending time with her family and friends and traveling. Catherine's love of travel brought her on the journey of a lifetime when she studied in Italy during her junior year of college.

Betty Bowerman

Client Service Associate

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Betty is a client services associate at Gulish & Associates and has been in the industry for more than 16 years. She uses her extensive experience to prepare for meetings and schedule appointments and calls at the firm. She has past experience working as a client relations manager for Commonwealth Financial advisors. In her role, Betty enjoys building customer relationships and servicing clients.

When not in the office, Betty can be found spending time with her family (especially her grandchildren), gardening, cooking, hiking, or playing pickleball. She is also involved with her church and hosts a weekly small group Bible study at her home.

Kelly Klass

Client Service Associate

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At Gulish & Associates, Kelly assists with day-to-day operations, our office compliance, and technical support with clients. She has more than 10 years of experience working for a tax accountant and utilizes her knowledge to take on the daily challenges of her job. She enjoys coming to work because of the professional and friendly environment.

When not in the office, Kelly enjoys playing volleyball, walking at the beach, and scrapbooking. She is also involved at her church and leads a regular Bible study. She has been doing this for six years and it's one of the highlights of her week.

Judy Gulish

Accountant

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At Gulish & Associates, Judy is responsible for daily accounting duties, as well as the filing of federal, state, and local tax returns. She has more than 30 years of experience in the financial industry and has fine-tuned her analytical skills to help with analysis at the firm. Judy began her career as a certified public accountant at KPMG as an auditor. She then moved to Loctite Corporation working as a senior financial analyst and senior tax accountant. She enjoys contributing her strengths to support our firm.

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Judy graduated from Bryant College with a Bs in business administration with a concentration in accounting. Outside of the office, she enjoys reading and traveling and she is an active member of the Derby/Shelton Rotary Club.