Our advisors

David Bouffard

David Bouffard

Financial Advisor

Learn more about David Bouffard
Mark Jones

Mark Jones

Private Wealth Advisor

Learn more about Mark Jones
Diane Lee Bearce

Diane Lee Bearce

Financial Advisor

Learn more about Diane Lee Bearce
Allison Becker

Allison Becker

Financial Advisor

Learn more about Allison Becker
Candice Pope-jorge

Candice Pope-jorge

Financial Advisor

Learn more about Candice Pope-jorge
Michael C Riley

Michael C Riley

Financial Advisor

Learn more about Michael C Riley
Debra Steinmetz

Debra Steinmetz

Financial Advisor

Learn more about Debra Steinmetz
Richard Wace

Richard Wace

Financial Advisor

Learn more about Richard Wace

Our team

Carley Ames

Carley Ames

Practice Manager

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Lisa Gayle

Lisa Gayle

Marketing Manager

Roles & Responsibilities

  • Making Clients Feel at Home
  • Event Planning & Coordinating
  • Bookkeeping
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Kara Csere

Kara Csere

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Alston Eldridge

Alston Eldridge

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Stephanie Field

Stephanie Field

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Vicki Hawkins

Vicki Hawkins

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Susan B. Ricard

Susan B. Ricard

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
  • Financial Planning Support
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Emily J.Savage

Emily J.Savage

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Financial Planning Support
  • Visit Preparation & Follow Up
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Kimberly Stankus

Kimberly Stankus

Client Concierge

Roles & Responsibilities

  • Making Clients Feel at Home
  • Business Processing
  • Visit Preparation & Follow Up
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Emily Verdosci

Emily Verdosci

Client Service Coordinator

Roles & Responsibilities

  • Provide Exceptional Service
  • Making Clients Feel at Home
  • Business Processing
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