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.

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Team photo

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Our advisors

Mike Garofalo

CRPC, APMA®, CDFA®, CEP®

Private Wealth Advisor

Chief Executive Officer of Bering Street Advisors
Learn more about Mike Garofalo Visit Mike Garofalo's website

Matthew D Landry

CFP®, APMA®

Financial Advisor

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

Scott Bowers

MBA

Financial Advisor

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

Thomas Doggett

BFA, AAMS, CRPC, APMA®

Financial Advisor

Learn more about Thomas Doggett Visit Thomas Doggett's website


Our team

Jane Shavlan

Jane Shavlan

Office Manager

Arika Thomas

Arika Thomas

Marketing Specialist

Cindy Burnham

Cindy Burnham

Administrative Assistant

Carolyn Garofalo

Carolyn Garofalo

Paraplanner

Catherine Austin

Catherine Austin

Administrative Assistant