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.

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Our advisors

Lisa LaMarche

CFP®, CPA

Financial Advisor

Managing Director
Learn more about Lisa LaMarche Visit Lisa LaMarche's website


Our team

Brittany Baffone

Brittany Baffone

Registered Client Service Associate,

Practice Manager