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Our Team
Peter Ankeny, CFP®
Financial Planner
Stacy Aubin
Office Administrator
Oliver Ball, CFP®
Senior Investment Operations Analyst
Rachael E. Bator, CFP®, CPWA®
Relationship Manager
Samantha Boston
Bookkeeper
Patti Carmichael
Bookkeeper
Christopher Certo, CFP®
Financial Planner
Joseph W. Chase, CFA
Partner and Investment Manager
Bev Daly
Director of Human Resources and Business Operations
Alayna M. Davis
Bookkeeper
Carolyn Decker, CFP®, PFS
Partner
Beth Delano
Client Service Analyst
Nicole Dunlevy
Business Development Analyst
Noah Duplessis
Investment Operations Analyst
Brian J. Durkin, IACCP®
Chief Compliance Officer and Chief Financial Officer
Katie Frechette
Client Service Analyst
Daniel J. Greenblatt, CFA
Investment Manager
Colleen M. Heon
Bill Pay Manager
Jaclyn Hirl, CFP®
Financial Planner
Jennifer Hughes
Investment Analyst
Matthew R. Kreger
Director of Client Operations
Nicole D. Lynch, CFP®
Financial Planner
Hillary W. Nelson, CFP®
Financial Planner
Melissa Olszak, CFP®, CFA
Partner and Director of Planning
Barbara L. Parent
Office Administrator
Sean Perkins, CFP®
Relationship Manager
Kathleen Proft
Senior Client Service Analyst
Debra A. Stokes
Financial Planner
Brian Thompson, CFP®, CFA
Relationship Manager
Leah Upton, CFP®, CRC®, CDFA®
Relationship Manager
Greg Van Slyke, CFA, CFP®, FSA
Retired Partner and Founder
Buddy Webb, CFA
Managing Partner
Gabrielle Zarrella
Investment Operations Analyst