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

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

Executive Assistant,

Client Concierge
Logan Ambrose

Logan Ambrose

Client Service Specialist

Alex Lajeunesse

Alex Lajeunesse

Client Service Specialist