Stephen P. Ahern

CPA/PFS, CFP®, AEP®, MST

PRESIDENT

Matthew Ahern

CLIENT EXPERIENCE ASSOCIATE

Jeffrey R. Aron

CFP®, MSFP, TPCP®

DIRECTOR OF WEALTH STRATEGIES

Ann Bodvar

ACCOUNTANT

Michael J. Callahan

CPA, CFP®, MST

CHIEF EXECUTIVE OFFICER

Dana Campbell

MBA

ACCOUNTANT

Emily Diezemann

MBA

ACCOUNTANT

Mia DiStasio

CLIENT OPERATIONS MANAGER

Diane Fabbo

OFFICE MANAGER

Nick Forgione

CFP®, CPA, MSA

FINANCIAL ADVISOR

Brittany Gaudette

ACCOUNTANT

George Liakakis

CPA, CFP®, MSA

CHIEF FINANCIAL OFFICER & FINANCIAL ADVISOR

Domenica Lurvey

CFP®, MSM

FINANCIAL ADVISOR

Janice D. McGarry

FINANCIAL ADVISOR & CLIENT OPERATIONS MANAGER

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Lois Passemato

BOOKKEEPER

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE & MARKETING SPECIALIST

William Reddy

CLIENT EXPERIENCE ASSOCIATE

Ann Sachetta

CPA, MSA

CHIEF ACCOUNTING SERVICES OFFICER

Eric Sachetta

CHFC®, CFP®, TPCP®

CHIEF WEALTH SERVICES OFFICER

Joseph Sachetta

CFP®, CPA/PFS, MBA, MST

MANAGER EMERITUS

Stephen Sachetta

CPA, MST

DIRECTOR

Kevin Sanchez

CLIENT OPERATIONS ASSOCIATE

Alison Simons

MBA

DIRECTOR OF STRATEGIC GROWTH

Matthew Stead

MSFP

CHIEF OPERATING OFFICER

Rebecca Stronck

MBA

ACCOUNTANT

Cailin Suvarna

CPA

SENIOR ACCOUNTANT