In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Daniel T Wilson

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about Daniel T Wilson Visit Daniel T Wilson's website
Jaime Barnes

Jaime Barnes

CFP®

Private Wealth Advisor

Learn more about Jaime Barnes Visit Jaime Barnes's website
Jacqueline Blau

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Learn more about Jacqueline Blau Visit Jacqueline Blau's website
Daniel J Marean

Daniel J Marean

MBA, CFA

Private Wealth Advisor

Learn more about Daniel J Marean Visit Daniel J Marean's website
Paul Romano

Paul Romano

MBA, CLTC®, CRPC®, APMA®

Financial Advisor

Learn more about Paul Romano Visit Paul Romano's website
Joshua Sokol

Joshua Sokol

CFP®, APMA®

Financial Advisor

Learn more about Joshua Sokol Visit Joshua Sokol's website
Christine DelBrocco

Christine DelBrocco

APMA®

Financial Advisor

Learn more about Christine DelBrocco Visit Christine DelBrocco's website
Alexander Kezer

Alexander Kezer

CFP®, CMFC®, APMA®

Financial Advisor

Learn more about Alexander Kezer Visit Alexander Kezer's website
Andrew Enright

Andrew Enright

APMA®

Financial Advisor

Learn more about Andrew Enright Visit Andrew Enright's website
Gerard J Mc Quaid

Gerard J Mc Quaid

CFP®

Private Wealth Advisor

Learn more about Gerard J Mc Quaid Visit Gerard J Mc Quaid's website
Jaclyn Stanley

Jaclyn Stanley

CFP®

Financial Advisor

Learn more about Jaclyn Stanley Visit Jaclyn Stanley's website

Kaitlyn OConnell

APMA®

Financial Advisor

Learn more about Kaitlyn OConnell Visit Kaitlyn OConnell's website
Mark Russo

Mark Russo

CRPC®, CLTC®

Private Wealth Advisor

Learn more about Mark Russo Visit Mark Russo's website
Mary Ann Saurino

Mary Ann Saurino

CFP®, ChFC®, CASL®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Ann Saurino Visit Mary Ann Saurino's website

Our team

Kelley Barsamian

Kelley Barsamian

Client Service Manager

Alexis Bouchard

Alexis Bouchard

Marketing Manager

Judy Bouchard

Judy Bouchard

Client Service Specialist

Tyler Corcoran APMA<sup>®</sup>

Tyler Corcoran APMA®

Investment Specialist

Mary Costa MS-PFP, CFP<sup>®</sup>, APMA<sup>®</sup>

Mary Costa MS-PFP, CFP®, APMA®

Operations Manager

Jill Herrick

Jill Herrick

Operations Specialist

Leslie MacDonald

Leslie MacDonald

Office Manager

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer
Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

Lucia Renda

Lucia Renda

Client Service Specialist

Deb Rich

Deb Rich

Client Service Specialist

Matt Riley APMA<sup>®</sup>

Matt Riley APMA®

Operations Specialist

Emily Rome

Emily Rome

Business Development Manager

Jennifer Taber AMPA<sup>®</sup>, CMFC<sup>®</sup>

Jennifer Taber AMPA®, CMFC®

Investment Manager

Cheryl Whalen

Cheryl Whalen

Operations Manager

Jenn Wilson

Jenn Wilson

Operations Specialist