Team

Team

Leadership

Stephen P. Ahern
CPA/PFS, CFP®, AEP®,MST
President, Founding Member
Michael J Callahan
CPA, CFP®, MST
Chief Executive Officer, Founding Member
Joseph Sachetta
CFP®, CPA/PFS, MBA, MST
Director, Founding Member
Stephen Sachetta
CPA, MST
Director, Founding Member

Our Team

Jeffrey R. Aron
CFP®, MSFP
Senior Wealth Manager
Ann Bodvar
Accountant
Dana Campbell, MBA
Accountant
Emily Diezemann, MBA
Accountant
Diane Fabbo
Office Manager
Anne Ford
Administrator 
Kevin Kenny
Senior Financial Advisor
Georgios Liakakis
CPA, MSA
ASSOCIATE PARTNER, ACCOUNTANT
Dale Mitchell
Client Experience Associate
Lois Passemato
Bookkeeper
Janice D. McGarry
Operations Manager
Eric Sachetta
ChFC®, CFP®
ASSOCIATE PARTNER, FINANCIAL ADVISOR
Ann Sachetta
CPA, MSA
Accountant
Matthew Stead, MSFP

ASSOCIATE PARTNER, FINANCIAL ADVISOR
Rebecca Stronck, MBA
ACCOUNTANT
Whitney Volz
Administrator