Our advisors

Our team

John W. Mazzetti

John W. Mazzetti

Marketing Manager

Christine L. Flinn

Christine L. Flinn

Executive Assistant,

Chief Operating Officer
Judy Mazzetti

Judy Mazzetti

Administrative Assistant

Lucy McCann

Lucy McCann

Client Service Manager

Nancy Lischinsky

Nancy Lischinsky

Client Service Specialist

Kelly Lappan

Kelly Lappan

Client Service Specialist

Jessica Bell

Jessica Bell

Investment Manager