Roger Cowen is the Co-founder and President of Cowen Tax Advisory Group, Inc., bringing over four decades of expertise in financial services. Since entering the industry in 1978, he has established himself as one of the nation’s top Retirement Planning Advisors, offering comprehensive guidance in investment and insurance planning. Committed to continuous education—for both himself and his clients—Roger earned the prestigious designations of Chartered Life Underwriter (CLU) in 1985 and Chartered Financial Consultant (ChFC) in 1987. More recently, he trained with Ed Slott as part of the IRA Elite Advisors Group, further enhancing his ability to navigate complex retirement strategies. Beyond his credentials, Roger’s greatest achievement is the lasting relationships he has built with hundreds of satisfied clients, helping them secure their financial futures with confidence.

Judith Cowen is the Co-founder and CEO of Cowen Tax Advisory Group, Inc., a firm she has helped build into one of the state’s premier full-service tax and retirement planning firms. She began her career in financial services in 1994, as an advisor, bringing an entrepreneurial vision that continues to drive the company’s growth and success. As CEO, Judith oversees all aspects of the business, ensuring operational excellence while fostering a client-first culture. Her attention to detail and unwavering dedication to clients have made Cowen Tax Advisory Group a trusted name in retirement and tax planning.

Dylan Cowen is an ordained Rabbi, dedicated family man, and experienced financial professional. He entered the financial services industry in 2009, quickly establishing himself as a successful Retirement Advisor and insurance and investment product specialist while working at Prudential Financial in New York City. In June 2011, Dylan and his family moved to Hartford, where he joined Cowen Tax Advisory Group, Inc. As the head of the Medicare Department, he helps clients navigate their plan options, ensuring they receive the most competitive coverage and the best possible experience. Beyond Medicare, Dylan remains a trusted Retirement Advisor, guiding individuals as they define their retirement goals and helping them Retire Happy.

Lori Pattavina joined Cowen Tax Advisory Group in 2021, bringing over 35 years of experience in the media industry, where she specialized in newsroom budgeting, payroll, and project management. Throughout her career, she worked closely with vendors, news partners, and executives, ensuring seamless operations and strategic collaboration. Known for her warm personality and ability to connect with people, Lori thrives on building strong relationships with clients. She brings the same dedication, organization, and attention to detail to Cowen Tax Advisory Group, ensuring that every client feels supported and valued. Her passion for exceptional service and genuine care for others make her an integral part of the team.

Jacklyn joined Cowen Tax Advisory Group in 2022, bringing over 15 years of customer service excellence and a background in Graphic Communication. She earned her degree from Springfield Technical Community College in 2019 and takes pride in her role as a Client Relations Coordinator. Passionate about supporting our clients, Jacklyn also plays a key role in marketing and event planning, ensuring seamless experiences both in and out of the office.

Patrick Hanan joined Cowen Tax Advisory Group in June 2024, bringing over 20 years of experience in the mortgage industry. With a strong background in loan processing, closing, servicing, and post-closing compliance, he has developed a keen eye for detail and a deep understanding of financial transactions. Patrick earned his Bachelor’s Degree in Management Information Systems from Central Connecticut State University in 2011. Now, as a Paraplanner at Cowen Tax Advisory Group, he is dedicated to supporting clients by processing and servicing new business with efficiency and care. His commitment to accuracy and exceptional service ensures a seamless experience for both clients and the team.

A proud veteran and mother of two, Monica serves as an Administrative Assistant with a dedication to hard work, organization, and thoughtful client service. She earned her Bachelor of Science degree from Western Connecticut State University and brings experience from both legal and client-focused environments, which developed strong administrative and communication skills. Guided by the values of faith, family, and integrity, she strives to ensure every client feels welcomed, supported, and treated like family. Outside the office, she enjoys spending time with her children and staying active through sports.