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.
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Formerly Amy Dimon
Chartered Financial Consultant (ChFC®)
Accredited Portfolio Management Advisor (APMA®)
Enrolled Agent
Financial Paraplanner Qualified Professional (FPQP™)
ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠ (APMA®)
Chartered Retirement Planning Counselor (CRPCTM)
M.S. in Finance - Bentley University
University of South Carolina, 2022-26
Bentley University, 2022 - 2026
Brandeis University, 2022-26
MS Accounting Candidate, UMass Boston 2024-26
BS Economics, UC Davis
University of Massachusetts, Boston, 2023-2026
Bentley University, 2023-27
Bentley University, 2024-28
Roanoke College, 2023-27
Finance Intern, Bentley University, Class of 2027
Bentley University, 2023-2027
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