Matthew Ahern

CLIENT EXPERIENCE ASSOCIATE

Jeffrey R. Aron

CFP®, MSFP

SENIOR FINANCIAL ADVISOR

Ann Bodvar

ACCOUNTANT

Dana Campbell

MBA

ACCOUNTANT

Emily Diezemann

MBA

ACCOUNTANT

Mia DiStasio

CLIENT EXPERIENCE ASSOCIATE

Diane Fabbo

OFFICE MANAGER

Nick Forgione

CPA, MSA

ACCOUNTANT

Brittany Gaudette

ACCOUNTANT

Domenica Lurvey

CFP®, MSM

FINANCIAL ADVISOR

Janice D. McGarry

MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Lois Passemato

BOOKKEEPER

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE & MARKETING SPECIALIST

William Reddy

CLIENT EXPERIENCE ASSOCIATE

Alison Simons

MBA

DIRECTOR OF STRATEGIC GROWTH

Rebecca Stronck

MBA

ACCOUNTANT

Cailin Suvarna

ACCOUNTANT