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.

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Team photo

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Our advisors

CJ Charlebois

CFP®, ChFC®, CLU®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about CJ Charlebois Visit CJ Charlebois's website

Amy M Boland

Associate Financial Advisor

Learn more about Amy M Boland Visit Amy M Boland's website

Kyle Pembroke

CRPC, APMA

Associate Financial Advisor

Learn more about Kyle Pembroke Visit Kyle Pembroke's website


Our team

Amanda Justice, CFP®

Amanda Justice, CFP®

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Roles & Responsibilities

  • Financial Planning Analyst
  • Investment Research
  • Data Gathering & Data Inputs
  • Meeting Follow up
  • Tax PlanningStrategies
  • RMD Tracking
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Andrew Marcotte, CRPC®

Andrew Marcotte, CRPC®

Investment Specialist,

Chartered Retirement Planning Counselor™

Roles & Responsibilities

  • Client Service
  • Account Transfers
  • Investment Research
  • Money Movement & Transactions
  • Business Processing and Submission
  • Portfolio Rebalancing
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Caroline Williams

Caroline Williams

Operations Manager

Roles & Responsibilities

  • Office Management
  • Employee Management
  • Practice Workflow & Efficiencies
  • Estate Settlements
  • Practice Reporting
  • Event Organization & Creation
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Logan Ambrose

Logan Ambrose

Client Service Specialist

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Money Movement & Transactions
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Alex Lajeunesse

Alex Lajeunesse

Investment Specialist

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Money Movement & Transactions
  • Investment Research
  • Practice Reporting
  • Estate Settlements
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Sophia Newman

Sophia Newman

Administrative Assistant

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow up
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Jody Pierce

Jody Pierce

Business Development Specialist

Roles & Responsibilities

  • Event Organization & Creation
  • Business Development
  • Referral Management Systems
  • Professional Outreach
  • Marketing
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Jeffrey Metzler

Jeffrey Metzler

Client Service Specialist

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Moey Movement & Transactions
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Connor Day

Connor Day

Client Concierge