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 Associate Wealth Advisor
Samantha_Boston
Samantha Boston
Human Resource Assistant
Travis_Broadhurst
Travis Broadhurst
Investment Operation Analyst
Christopher_Certo
Christopher Certo, CFP®
Senior Associate Wealth Advisor
Joseph_Chase
Joseph W. Chase, CFA
Managing Partner
Bev_Daly
Bev Daly
Chief Talent Officer
Leslye_Dedopoulos
Leslye Dedopoulos
Office Administrator
Madison_Dunn
Madison Dunn
Client Service Analyst
Nicole_Dunlevy
Nicole Dunlevy
Senior Business Development Analyst
Brian_Durkin
Brian J. Durkin, IACCP®
Chief Compliance Officer and Chief Financial Officer
Katie_Frechette
Katie Frechette
Senior Client Service Analyst
Will_George
Will George, Jr.
Client Service Analyst
Colleen_Heon
Colleen M. Heon
Client Service Manager
Hannah_Hill
Hannah Hill
Bookkeeping Administrative Assistant
Jaclyn_Hirl
Jaclyn Hirl, CFP®
Wealth Advisor
Jennifer_Hughes
Jennifer Hughes, CFA
Investment Advisor
Colby_Jordan
Colby Jordan
Vice President of Business Development
Matthew_Kreger
Matthew R. Kreger
Director of Client Operations
Jarrett_Mattson
Jarrett Matson
Investment Operations Analyst
Patrick_O'Donnell
Patrick O'Donnell, CFA
Senior Investment Research Analyst
Melissa_Olszak
Melissa Olszak, CFP®, CFA
Partner and Director of Client Advisory
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 Associate Wealth Advisor
Christian_Rogers
Christian Rogers
Investment Operations Analyst
Mary_Romano
Mary Romano
Bookkeeper
Ali_Rybicki
Ali Rybicki, CFP®
Wealth Advisor
Reilly_Smith
Reilly Smith
Investment Analyst
Debra_Stokes
Debra A. Stokes
Associate Wealth Advisor
Buddy_Webb
Buddy Webb, CFA
Partner and Chief Investment Officer
Ashley_Yantz
Ashley Yantz, CFP, CPA
Senior Associate Wealth Advisor
Gabrielle_Zarrella
Gabrielle Zarrella
Investment Analyst