Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Alfred B Goodwin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alfred B Goodwin Visit Alfred B Goodwin's website

Josephine Leise

CRPC

Associate Financial Advisor

Learn more about Josephine Leise Visit Josephine Leise's website

Travis Shine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Shine Visit Travis Shine's website


Our team

Kathleen A Liberatore

Office Manager

Jean A Lawrence

Paraplanner,

Client Relationship Manager

Laurel A Jablonski

Paraplanner,

Client Relationship Manager

Cheryl M Liston

Office Manager