Our advisors

Our team

Nikole Shaw

Nikole Shaw

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Brittany Abbott

Brittany Abbott

Client Service Specialist

Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Katie Geery

Katie Geery

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Jill Ross

Jill Ross

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist

Matt Chisholm

Matt Chisholm

Intern

Gabriella Gineo

Intern