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

Roger A Auger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Roger A Auger

Nicholas Auger

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicholas Auger Visit Nicholas Auger's website


Our team

Hailey Smith

Hailey Smith

Financial Planning Assistant

Kate Sprague

Kate Sprague

Office Manager

Susan Boyle

Susan Boyle

Receptionist

Jacob Goff

Jacob Goff

Intern