Our Team

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