OUR TEAM

Founding Members

Michael_Callahan

Michael J. Callahan

CPA, CFP®, MST

CHIEF EXECUTIVE OFFICER

Stephen_Ahern

Stephen P. Ahern

CPA/PFS, CFP®, AEP®, MST

PRESIDENT

Joseph_Sachetta

Joseph Sachetta

CFP®, CPA/PFS, MBA, MST

DIRECTOR

Stephen_Sachetta

Stephen Sachetta

CPA, MST

DIRECTOR

Directors

George_Liakakis

George Liakakis

CPA, MSA

CHIEF FINANCIAL OFFICER

Ann_Sachetta

Ann Sachetta

CPA, MSA

CHIEF ACCOUNTING SERVICES OFFICER

Eric_Sachetta

Eric Sachetta

CHFC®, CFP®

CHIEF WEALTH SERVICES OFFICER

Matthew_Stead

Matthew Stead

MSFP

CHIEF OPERATING OFFICER

Our Team

Matthew_Ahern-1

Matthew Ahern

CLIENT EXPERIENCE ASSOCIATE

Jeffrey_Aron

Jeffrey R. Aron

CFP®, MSFP

SENIOR FINANCIAL ADVISOR

Ann_Bodvar

Ann Bodvar

ACCOUNTANT

Dana_Campbell

Dana Campbell

MBA

ACCOUNTANT

Emily_Diezemann

Emily Diezemann

MBA

ACCOUNTANT

Mia_DiStasio

Mia DiStasio

PARAPLANNER

Diane_Fabbo

Diane Fabbo

OFFICE MANAGER

Nicholas_Forgione-2

Nick Forgione

CPA, MSA

ACCOUNTANT

Cailin Headshot 2023

Cailin Fraser

ACCOUNTANT

Brittany_Gaudette

Brittany Gaudette

STAFF ACCOUNTANT

Kevin_Kenny_Sachetta

Kevin Kenny

SENIOR FINANCIAL ADVISOR

DSC_6138

Domenica Lurvey

MSM

FINANCIAL ADVISOR

Janice_McGarry

Janice D. McGarry

MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale_Mitchell

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Lois_Passemato

Lois Passemato

BOOKKEEPER

Hanna_Quill-1

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE

Rebecca_Stronck

Rebecca Stronck

MBA

ACCOUNTANT

Whitney_Volz

Whitney Volz

CLIENT EXPERIENCE ASSOCIATE