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.

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Our advisors

Edward Marshall

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Edward Marshall Visit Edward Marshall's website

Chris Civale

CFP®, CRPC, CLTC®, CMFC, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Chris Civale Visit Chris Civale's website


Our team

Matthew Riley

Matthew Riley

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA, Accredited Portfolio Management Advisor

  • CRPC, Chartered Retirement Planning Counselor

  • CMFC, Chartered Mutual Fund Counselor

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Arielle Louissaint

Arielle Louissaint

Operations Director,

Chartered Retirement Planning Counselor™

Qualifications

  • CRPC, Chartered Retirement Planning Counselor

  • BS Bachelor of Science - Finance, UMass Dartmouth

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Kristen Fostello

Kristen Fostello

Client Service Specialist