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Team photo
Team photo

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Our advisors

Kevin E O'Hara

CFP®, ChFC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Kevin E O'Hara Visit Kevin E O'Hara's website


Our team

Mary Borowczyk

Mary Borowczyk

Office Manager

Roles & Responsibilities

  • Budget management
  • Document management
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Shannon Augustine

Shannon Augustine

Administrative Assistant,

Financial Planning Assistant

Roles & Responsibilities

  • Financial planning support
  • Data management
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Jamie Alt

Jamie Alt

Administrative Assistant

Roles & Responsibilities

  • Customer service
  • General administrative support
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Paige Ronchetti

Paige Ronchetti

Administrative Assistant

Roles & Responsibilities

  • Marketing
  • General Administrative Support
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