Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Stephen R Bucknam

CFP®, CRPC

Private Wealth Advisor

Managing Director of Eleven22 Capital Partners
Learn more about Stephen R Bucknam Visit Stephen R Bucknam's website

Donald Masseur

CFP®, CFS®, CRPC

Financial Advisor

Managing Director of Eleven22 Capital Partners
Learn more about Donald Masseur Visit Donald Masseur's website

William F Slaney

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about William F Slaney Visit William F Slaney's website

Timothy McGraw

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy McGraw Visit Timothy McGraw's website

Abbe Lassow

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Abbe Lassow Visit Abbe Lassow's website

Robert Duff

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Duff Visit Robert Duff's website

Ian Anderson

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ian Anderson Visit Ian Anderson's website

Phillip Kennedy Esteban

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Phillip Kennedy Esteban Visit Phillip Kennedy Esteban's website

Walter Geer

CFP®

Financial Advisor

Learn more about Walter Geer Visit Walter Geer's website


Our team

Karen S. Chretien

Karen S. Chretien

Associate Franchise Consultant

Qualifications

  • FINRA series 7 licensed
  • FINRA series 66 licensed
  • Life, A&H and Variable products licensed RI
  • Date of hire October 25, 1993
  • Rhode Island College Providence, RI - 1989 BA Political Science and Public Administration
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Christine C. Sauro

Christine C. Sauro

Client Relationship Manager

Qualifications

  • Date of hire February 13, 2000
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Lisa A. Breedon

Lisa A. Breedon

Client Service Coordinator

Lynn Bucknam

Lynn Bucknam

Administrative Assistant

Cynthia M. Dean

Cynthia M. Dean

Paraplanner

Courtney M. Kawola

Courtney M. Kawola

Client Service Specialist

Samantha Hoffman

Samantha Hoffman

Financial Planning Specialist

Marines Nanni

Marines Nanni

Executive Assistant