Our advisors

Our team

Nicole Spaulding

Nicole Spaulding

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Lori Jowers

Lori Jowers

Operations Manager

Brittany Abbott

Brittany Abbott

Client Service Specialist

Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Ernest Druan

Ernest Druan

Client Service Specialist

Gabriella Gineo

Client Service Specialist

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Specialist

Stella Macua

Client Service Specialist

Wanda Madden

Wanda Madden

Client Service Specialist

Katelin McSherry

Katelin McSherry

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Michelle Provencher

Michelle Provencher

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist

James Trotter

Client Service Specialist

Bernard Gillis

Intern