Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Eric Takach

Eric Takach

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Eric Takach's website


Team

Carey N. Takach

Carey N. Takach

Practice Manager

Qualifications

  • Bentley University, B.S. Business Communications 1997
View more

Christine A. Tebeau

Administrative Assistant

Roles & Responsibilities

  • Scheduling
View more
Rebecca M. Tebeau

Rebecca M. Tebeau

Client Service Manager