Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Sherrie L Deveau

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sherrie L Deveau

Michael Tangney

CFP®, MBA, CRPC

Financial Advisor

Learn more about Michael Tangney


Our team

Lisa M. Mangiafico

Lisa M. Mangiafico

Practice Manager