Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Michele Colarusso, Financial Advisor serving the Hopkinton, MA area - Ameriprise Advisors

Michele Colarusso

APMA

Financial Advisor

Learn more about Michele Colarusso Visit Michele Colarusso's website
Connell McNamara, Financial Advisor serving the Hopkinton, MA area - Ameriprise Advisors

Connell McNamara

APMA

Financial Advisor

Client Relationship Manager
Learn more about Connell McNamara Visit Connell McNamara's website
Cooper Korbey, Associate Financial Advisor serving the Hopkinton, MA area - Ameriprise Advisors

Cooper Korbey

Associate Financial Advisor

Learn more about Cooper Korbey Visit Cooper Korbey's website
Darlene Ouellette, Associate Financial Advisor serving the Hopkinton, MA area - Ameriprise Advisors

Darlene Ouellette

Associate Financial Advisor

Learn more about Darlene Ouellette Visit Darlene Ouellette's website
Dawn E Smith, Private Wealth Advisor serving the Hopkinton, MA area - Ameriprise Advisors

Dawn E Smith

CFP®, ChFC®, CLTC®, CDFA®, APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Oasis Wealth Advisors
Learn more about Dawn E Smith Visit Dawn E Smith's website

Our team

Cathy Mariani

Cathy Mariani

Paraplanner

Jesalee Roberts

Jesalee Roberts

Client Concierge

Cooper Korby

Cooper Korby

Financial Planning Assistant

Ron Foisy

Ron Foisy

Financial Planning Specialist

Denise Balaguer

Denise Balaguer

Operations Manager

Nataliya Orbite

Nataliya Orbite

Investment Specialist

Ashley Andrade

Ashley Andrade

Client Relationship Manager

Rhonda Rubin

Rhonda Rubin

Client Concierge