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.
Peter_Ankeny
Peter Ankeny, CFP®
Senior Wealth Analyst
Oliver_Ball
Oliver Ball, CFP®
Senior Investment Operations Analyst
Samantha_Boston
Samantha Boston
Human Resource Assistant
Travis_Broadhurst
Travis Broadhurst
Investment Operation Analyst
Joseph_Chase
Joseph W. Chase, CFA
Partner and Investment Advisor
Bev_Daly
Bev Daly
Director of Human Resources and Business Operations
Madison_Dunn
Madison Dunn
Client Service Analyst
Nicole Dunlevy
Nicole Dunlevy
Senior Business Development Analyst
Noah Duplessis
Noah Duplessis
Investment Operations Analyst
Brian J
Brian J. Durkin, IACCP®
Chief Compliance Officer and Chief Financial Officer
Katie Frechette
Katie Frechette
Senior Client Service Analyst
Colleen_Heon
Colleen M. Heon
Client Service Manager
Hannah_Hill
Hannah Hill
Bookkeeping Administrative Assistant
Jaclyn_Hirl
Jaclyn Hirl, CFP®
Senior Wealth Analyst
Jennifer_Hughes
Jennifer Hughes, CFA
Senior Investment Analyst
Matthew R. Kreger
Matthew R. Kreger
Director of Client Operations
jarrett matson web final edit 11
Jarrett Matson
Investment Operations Analyst
Patrick O'Donnell, CFA
Patrick O'Donnell, CFA
Senior Investment Research Analyst
Melissa Olszak
Melissa Olszak, CFP®, CFA
Partner and Director of Client Management
Barbara_Parent
Barbara L. Parent
Office Administrator
Sean_Perkins
Sean Perkins, CFP®
Wealth Advisor
Liz_Ramsay
Liz Ramsay
Bookkeeper
Luciana_Reis
Luciana Reis, CFP®
Senior Wealth Analyst
Ali_Rybicki
Ali Rybicki
Wealth Advisor
Sarah_Smets
Sarah Smets
Wealth Analyst
Debra_Stokes
Debra A. Stokes
Wealth Analyst
Shawn Valliere, JD
Shawn Valliere, JD
Wealth Advisor
Devin_Vance
Devin Vance
Client Service Analyst
Buddy_Webb
Buddy Webb, CFA
Managing Partner
ASH FINAL
Ashley Yantz, CFP, CPA
Senior Wealth Analyst
Gabrielle_Zarrella
Gabrielle Zarrella
Investment Analyst