Our team combines diverse backgrounds and experiences to successfully solve problems and drive results.


As an independent registered investment advisory firm, we are bound to a fiduciary standard, which means your goals are our top priority and responsibility. We  integrate holistic financial advice with investment management to offer personalized wealth management services that align with our clients’ goals at every stage of life. From the services we offer and advice we give, to the core values that define us, we continuously strive for excellence.
Rachael_Bator
Rachael E. Bator, CFP®, CPWA®
Wealth Advisory Team Lead
Emily Berk
Emily Berk
Bookkeeper
Samantha_Boston
Samantha Boston
Human Resources Generalist
Nicole_Bousquet
Nicole Bousquet
Senior Business Development Analyst
Travis_Broadhurst
Travis Broadhurst
Investment Analyst
Patti_Carmichael
Patti Carmichael
Senior Bookkeeper
Joseph_Chase
Joseph W. Chase, CFA
Managing Partner
pat cott edits 1
Patrick Cotton
Reporting Analyst
Hillary Craig
Hillary Craig
Associate Wealth Advisor
Bev_Daly
Bev Daly
Chief Talent Officer
Leslye_Dedopoulos
Leslye Dedopoulos
Office Administrator
Madison_Dunn
Madison Dunn
Client Service Analyst
Katie_Frechette
Katie Frechette
Senior Client Service Analyst
Will_George
Will George, Jr.
Reporting Analyst
Colleen_Heon
Colleen M. Heon
Bill Pay Team Lead
Hannah_Hill
Hannah Hill
Bookkeeping Administrative Assistant
Jaclyn_Hirl
Jaclyn Hirl, CFP®
Wealth Advisor
Jennifer_Hughes
Jennifer Hughes, CFA
Investment Advisor
Matthew_Kreger
Matthew R. Kreger
Director of Client Operations
Michael_LeClerc
Michael LeClerc, CFP®
Senior Associate Wealth Advisor
Alicia Lyons
Alicia Lyons
Client Service Analyst
Jarrett_Mattson
Jarrett Matson
Investment Operations Analyst
Ryan 1-3
Ryan Nolan
Associate Wealth Advisor
Patrick_O'Donnell
Patrick O'Donnell, CFA
Senior Investment Research Analyst
Barbara_Parent
Barbara L. Parent
Office Administrator
Sean_Perkins
Sean Perkins, CFP®
Wealth Advisor
Liz_Ramsay
Liz Ramsay
Bookkeeper
Luciana_Reis
Luciana Reis, CFP®
Wealth Advisor
Christian_Rogers
Christian Rogers
Investment Operations Analyst
Reilly_Smith
Reilly Smith
Investment Analyst
Sam 2-1
Sam Stanton
Associate Wealth Advisor
Debra_Stokes
Debra A. Stokes
Associate Wealth Advisor
Buddy_Webb
Buddy Webb, CFA
Partner and Chief Investment Officer
Melissa_Yeung
Melissa Yeung
Client Service Analyst
Gabrielle_Zarrella
Gabrielle Zarrella
Investment Analyst