Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Nicholas Auger

Nicholas Auger

CFP®, BFA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nicholas Auger
Advisor photo for Roger A Auger

Roger A Auger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Roger A Auger
Advisor photo for Jacob Goff

Jacob Goff

MBA

Financial Advisor

Learn more about Jacob Goff


Our team

Hailey Smith

Hailey Smith

Client Service Specialist

Aaron Wallof

Aaron Wallof

Client Service Specialist

Kate Sprague

Kate Sprague

Office Manager

Lorraine Zimmerman

Lorraine Zimmerman

Client Service Coordinator

Susan Boyle

Susan Boyle

Receptionist