Our advisors

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Vice President
Learn more about Patrick J Shannon Visit Patrick J Shannon's website

Alexander Bijanada

CFP®, CRPC

Private Wealth Advisor

Associate Vice President
Learn more about Alexander Bijanada Visit Alexander Bijanada's website

Karen Goersch

CRPC, CPA, APMA

Financial Advisor

Associate Vice President
Learn more about Karen Goersch Visit Karen Goersch's website

Ted Trafton

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ted Trafton Visit Ted Trafton's website


Our team

Sandra Cassidy

Sandra Cassidy

Operations Leader,

Practice Manager

Qualifications

  • B.S. in Organizational Leadership, Quinnipiac University
  • With the company since 1997
  • MS Excel Certified
  • Corporate Executive Assistant Certified, Katherine Gibbs College
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Kathleen Peacock

Kathleen Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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