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

Andrew Marcotte, CRPC®

Andrew Marcotte, CRPC®

Investment Specialist

Caroline Williams

Caroline Williams

Operations Specialist,

Client Concierge
Logan Ambrose

Logan Ambrose

Client Service Specialist

Alex Lajeunesse

Alex Lajeunesse

Client Service Specialist

Sophia Newman

Sophia Newman

Administrative Assistant

Thurman Dusablon

Thurman Dusablon

Client Service Specialist

Jody Pierce

Jody Pierce

Business Development Specialist