As an independent Investment Advisor Representative and fiduciary, free from sales quotas and company-branded products, Maggie focuses solely on your best interests. She is also a licensed Insurance Agent and an esteemed Certified Exit Planning Advisor within the Exit Planning Institute.

Maggie focuses on your unique financial situations, needs and concerns; she’s service-minded and genuinely cares about your well-being and financial aspirations. She works to help you grow and protect wealth now and for future generations. Maggie is committed to providing specialized knowledge and upholding rigorous ethical standards, ensuring your financial journey is marked by comprehensive and personalized guidance. Her tailor-made financial solutions offer clarity for confident living, working, playing, and investing. She emphasizes that “you have to financially plan for quality of life.” Her guidance encompasses all aspects of financial life, including tax strategy, estate planning, and alternative investment strategies. “White glove service” is a hallmark of the business ethic at The Alchemists.

Away from work, Maggie enjoys philanthropy, reading, playing competitive sports, traveling and getting to spend quality time with her family. 

Rob Koosa is a dedicated chief legal officer at The Alchemists, where he leverages over two decades of experience in estate planning and civil litigation. Admitted to the bars in Massachusetts, Connecticut, and New York, Rob has been instrumental in serving a diverse clientele, from Fortune 500 companies to local businesses and individuals. His commitment to excellence and ethical practice is solidified with an AV Preeminent Martindale-Hubbell designation, the highest rating a lawyer can receive.

A graduate of Merrimack College with a bachelors in English and secondary education, and later obtaining his law degree from Quinnipiac University School of Law, Rob’s professional journey began as a teacher before transitioning to law. His strong family values, rooted in the teachings of both parents— also educators who emphasized integrity and hard work—have profoundly shaped his approach to law. This foundation informs his mission at The Alchemists: to ensure clients feel at ease discussing estate planning, a topic often fraught with discomfort. He aims to demystify the process, helping families prepare for the future wherever they are in the process, without shame.

Rob’s holistic approach means he meets with clients when needed and recommends the best-fit professionals for their unique situations, whether that’s him or someone else. His role extends beyond estate planning; he is also available to assist with various transactions and litigation needs. Rob approaches his clients with a listening ear, as he believes that is the key to understanding their needs. He prides himself on being a trusted ally in their journey, as he often says, “If I am in your corner, I am in your corner.” 

A passionate community member, Rob has spent over 20 years coaching youth basketball and serving on boards of local organizations. His dedication to teaching continues as he inspires young minds. With six children of his own, Rob finds joy in spending time with his family. When he's not working or coaching, Rob is an avid basketball fan, particularly during March Madness, and is a proud supporter of UConn women’s basketball.