Who We Are
Welcome to Cowen Tax Advisory Group! Since our inception in 1978, we have been the one stop shop for retirement planning in the Greater Hartford area. From investing, tax preparation, estate planning, Medicare and more- we have your back!
Roger Cowen
Roger is the founder and president of Cowen Tax Advisory Group, Inc. He entered the financial services industry in 1978 and has distinguished himself as one of the top Retirement Planning Advisors in the Country. He has the depth and experience to handle all aspects of your investment and insurance planning.
Believing in education for himself as well as his clients he earned the professional designations of Chartered Life Underwriter, CLU in 1985 and Chartered Financial Consultant, ChFC in 1987. More recently he has trained with Ed Slott in the IRA Elite Advisors Group.
However, his greatest testimony is the hundreds of happy clients he has helped over his career.
Judith Cowen
Judith entered the financial services industry in 1994 as a Certified Long-Term Care Specialist. Having an entrepreneurial background, she has since grown Cowen Tax Advisory Group, Inc. into one of the premier full-service tax and retirement planning firms in the state. Her responsibilities include overseeing all aspects of the business, paying close attention to the details and even closer attention to the family of clients.
Dylan J. Cowen
Dylan is an ordained Rabbi and family guy. He entered the financial services industry in 2009, and in addition to becoming a successful Retirement Advisor he fast became an insurance and investment product specialist while working at Prudential Financial in New York City.
In June 2011, he and his family moved to Hartford and he officially joined Cowen Tax Advisory Group, Inc. Dylan runs the Medicare Department where he helps everyone understand the different plan choices, making sure that his clients have the most competitive plans and best experience possible!
Dylan also continues to be an outstanding Retirement Advisor, assisting people who are discovering what is important to them in retirement and making it happen for them.
Don Hess
Don began his career at Cowen Tax Advisory Group in 2010, after retiring from his previous career as a corporate finance executive and banker. Don is a certified public accountant and has been preparing taxes for over 40 years.
Steve Pelletier
Prior to joining Cowen Tax Advisory Group in 2018, Steve accumulated over 25 years of tax preparation and financial experience in various settings. Over the course of his career, he has been an integral member of Big 8 CPA firms, CIGNA’s investment accounting department, Prudential’s retirement and investment services, and several consulting projects. Steve is an enrolled agent allowed to practice before the IRS.
Andréa Moreno
Andréa is the newest member of the Cowen Tax Team and has been a professional Tax Practitioner for more than 16 years. She comes to us with a wealth of knowledge, experience and an eagerness to deliver honest and accurate tax returns for our clients. Andréa is not only a team player, but a mother of twins and aligns with our firm’s traditional and family values.
Patrick Hanan
Prior to joining the Cowen Tax Advisory Group in June of 2024, Patrick worked in the mortgage industry for over 20 years. He has extensive experience in multiple areas of lending; the majority of which include loan processing, closing, servicing & post-closing compliance. Patrick earned his Bachelor’s Degree in Management Information Systems from Central Connecticut State University in 2011. He is joining the Cowen Tax family as a Paraplanner and his responsibilities include processing and servicing new business.
Lori Pattavina
Prior to joining Cowen Tax Advisory Group in 2021, Lori worked in the media industry for over 35 years managing newsroom budgeting, payroll and specializing in project management. She worked collaboratively with vendors, news partners and handled all facets of executive administrative support.
Laura Orentas
In 2024, Laura joined the Cowen Team because she truly likes helping people and has fun doing it. She assists where needed including the tax department, the front office and of course our family of clients. Prior to arriving here, she worked in education for 16 years. Laura is an avid outdoors person who enjoys hiking, biking and skiing.
Jacklyn Trainor
Jacklyn is kickstarting her career at Cowen Tax Advisory Group in 2022. Jacklyn has over 15 years of customer service excellence and a background in Graphic Communication, earning her degree from Springfield Technical Community College in 2019. She is joining the Cowen Tax family as the Administrative and Design Assistant. Her responsibilities include reception, supporting our clients, design work, and event planning.
Lindsey Restelli
Lindsey joined the Cowen team in 2022 after graduating from Mount Holyoke College. She assists with online outreach, database management, and other virtual tasks as the Digital Marketing Assistant.
Sylvia Messinger
Sylvia is officially retired after 16 years of outstanding service. She will always be a part of the Cowen Tax Advisory Group family.
Steve Rosenfield (1950-2019)
This listing is preserved in memory of Stephen Rosenfield, a beloved friend, colleague, and founding member of Cowen Tax Advisory Group’s tax department. For over 14 years, Steve provided Cowen clients with high-quality tax preparation. We remember Steve for the light he brought to our office, his incomparable work-ethic, and his sincere passion for helping others.Â
$299 Tax Prep
Federal & CT for New Clients
Includes Tax Reduction Planning
A $350 Value!
CT Residents Only Ages 50+
$99 per Additional State
