Our advisors

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
Katie O'Connell

Katie O'Connell

Paraplanner

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