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 E. Bator
Rachael E. Bator, CFP®, CPWA®
Wealth Advisory Team Lead
Emily Berk
Emily Berk
Bookkeeper
Samantha_Boston
Samantha Boston, SHRM, CP
Human Resources Generalist
Nicole Bousquet
Nicole Bousquet
Marketing Lead
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
Madison_Dunn
Madison Dunn
Client Service Analyst
Cricket Fligor
Cricket Fligor
Associate Wealth Advisor
Katie_Frechette
Katie Frechette
Senior Client Service Analyst
Will_George
Will George, Jr.
Reporting Analyst
Kameron Gilchrest
Kameron Gilchrest
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
Chief Compliance Officer & Director of Client Operations
Michael_LeClerc
Michael LeClerc, CFP®
Senior Associate Wealth Advisor
Kieran Lynch
Kieran Lynch
Associate Wealth Advisor
Alicia Lyons
Alicia Lyons
Client Service Analyst
Jarrett_Mattson
Jarrett Matson
Investment Operations Analyst
Ryan Nolan
Ryan Nolan, CFP®
Associate Wealth Advisor
Patrick_O'Donnell
Patrick O'Donnell, CFA
Senior Investment Research Analyst
Barbara_Parent
Barbara L. Parent
Office Administrator
Zachary Peacock
Zachary Peacock, CFP®
Senior Associate Wealth Advisor
Sean_Perkins
Sean Perkins, CFP®
Wealth Advisor
Liz_Ramsay
Liz Ramsay
Bookkeeper
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
Emma Whitman
Emma Whitman
Reporting Analyst
Gabrielle_Zarrella
Gabrielle Zarrella
Investment Analyst