Matthew Ahern

CLIENT EXPERIENCE ASSOCIATE

Jeffrey R. Aron

CFP®, MSFP

SENIOR FINANCIAL ADVISOR

Ann Bodvar

ACCOUNTANT

Dana Campbell

MBA

ACCOUNTANT

Emily Diezemann

MBA

ACCOUNTANT

Diane Fabbo

OFFICE MANAGER

Nick Forgione

CPA, MSA

ACCOUNTANT

Brittany Gaudette

STAFF ACCOUNTANT

Kevin Kenny

SENIOR FINANCIAL ADVISOR

George Liakakis

CPA, MSA

CHIEF FINANCIAL OFFICER

Janice D. McGarry

MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Lois Passemato

BOOKKEEPER

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE

Ann Sachetta

CPA, MSA

CHIEF ACCOUNTING SERVICES OFFICER

Eric Sachetta

CHFC®, CFP®

CHIEF WEALTH SERVICES OFFICER

Rebecca Stronck

MBA

ACCOUNTANT

Whitney Volz

CLIENT EXPERIENCE ASSOCIATE