Our advisors

Kevin Donoghue

Kevin Donoghue

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kevin Donoghue Visit Kevin Donoghue's website
Patrick Donoghue

Patrick Donoghue

Financial Advisor

Managing Partner
Learn more about Patrick Donoghue Visit Patrick Donoghue's website
Michael Ross

Michael Ross

Financial Advisor

Learn more about Michael Ross Visit Michael Ross's website

Our team

Whitney Holland

Whitney Holland

Client Relationship Manager

Roles & Responsibilities

  • Appointment Scheduling
  • Client Concierge
  • Client Reception
  • Marketing Coordination
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