OUR TEAM
Founding Members
Our Team

Matthew Ahern
CLIENT EXPERIENCE ASSOCIATE

Ann Bodvar
ACCOUNTANT

Diane Fabbo
OFFICE MANAGER

Brittany Gaudette
STAFF ACCOUNTANT

Kevin Kenny
SENIOR FINANCIAL ADVISOR

Janice D. McGarry
MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale Mitchell
CLIENT EXPERIENCE ASSOCIATE

Lois Passemato
BOOKKEEPER

Hanna Quill
CLIENT EXPERIENCE ASSOCIATE

Whitney Volz
CLIENT EXPERIENCE ASSOCIATE