With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Mike Garofalo

CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director of Bering Street Advisors
Learn more about Mike Garofalo Visit Mike Garofalo's website

Scott Bowers

MBA

Financial Advisor

President of Bering Street Advisors
Learn more about Scott Bowers Visit Scott Bowers's website

Matthew D Landry

APMA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew D Landry Visit Matthew D Landry's website

Jeannie Thao-Houane

Financial Advisor

Senior Vice President of Bering Street Advisors
Learn more about Jeannie Thao-Houane Visit Jeannie Thao-Houane's website


Our team

Jane Shavlan

Jane Shavlan

Office Manager,

Client Relationship Manager
Catherine Austin

Catherine Austin

Assistant,

Event Planner
Carolyn Garofalo

Carolyn Garofalo

Paraplanner

Arika Thomas

Arika Thomas

Marketing Manager

Qualifications

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