Peter
Peter Ankeny, CFP®
Financial Planner
Stacy Aubin
Stacy Aubin
Office Administrator
Oliver Ball
Oliver Ball, CFP®
Senior Investment Operations Analyst
Travis Broadhurst
Travis Broadhurst
Investment Operation Analyst
Christopher Certo
Christopher Certo, CFP®
Financial Planner
Joseph W
Joseph W. Chase, CFA
Partner and Investment Manager
Bev Daly
Bev Daly
Director of Human Resources and Business Operations
Nicole Dunlevy
Nicole Dunlevy
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
Client Service Analyst
Colleen M. Heon
Colleen M. Heon
Bill Pay Manager
Jaclyn Hirl
Jaclyn Hirl, CFP®
Financial Planner
Jennifer Hughes
Jennifer Hughes
Investment Analyst
Matthew R. Kreger
Matthew R. Kreger
Director of Client Operations
Nicole D
Nicole D. Lynch, CFP®
Financial Planner
Hillary W
Hillary W. Nelson, CFP®
Financial Planner
Melissa Olszak
Melissa Olszak, CFP®, CFA
Partner and Director of Planning
Barbara L
Barbara L. Parent
Office Administrator
Sean Perkins
Sean Perkins, CFP®
Relationship Manager
Kathleen Proft
Kathleen Proft
Senior Client Service Analyst
Ali Rybicki
Ali Rybicki
Relationship Manager
Debra_Stokes
Debra A. Stokes
Financial Planner
Brian_Thompson
Brian Thompson, CFP®, CFA
Relationship Manager
Shawn_Valliere
Shawn Valliere
Relationship Manager
Buddy_Webb
Buddy Webb, CFA
Managing Partner
Gabrielle_Zarrella
Gabrielle Zarrella
Investment Analyst