Our advisors

Our team

Angela Ciani

Practice Manager

Allison Michaud

Client Service Manager

Alex Talcott, JD

Alex Talcott, JD

Financial Planning Specialist

Qualifications

  • Adjunct Instructor in Finance & Management, University of New Hampshire Peter T. Paul College of Business and Economics
  • Arbitrator, Financial Industry Regulatory Authority, Inc. (FINRA)
  • J.D., Notre Dame Law School
  • B.A., cum laude, Dartmouth College
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