Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Daniel T Wilson, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about Daniel T Wilson Visit Daniel T Wilson's website
Jaime Barnes, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Jaime Barnes

CFP®

Private Wealth Advisor

Learn more about Jaime Barnes Visit Jaime Barnes's website
Jacqueline Blau, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Learn more about Jacqueline Blau Visit Jacqueline Blau's website
Christine DelBrocco, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Christine DelBrocco

CRPC®, APMA®

Financial Advisor

Learn more about Christine DelBrocco Visit Christine DelBrocco's website
Andrew Enright, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Andrew Enright

CFP®

Financial Advisor

Learn more about Andrew Enright Visit Andrew Enright's website
Alexander Kezer, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Alexander Kezer

CFP®

Financial Advisor

Learn more about Alexander Kezer Visit Alexander Kezer's website
Daniel J Marean, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

Learn more about Daniel J Marean Visit Daniel J Marean's website
Kaitlyn OConnell, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Kaitlyn OConnell

APMA®

Financial Advisor

Learn more about Kaitlyn OConnell Visit Kaitlyn OConnell's website
Paul Romano, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Paul Romano

MBA, CLTC®, CRPC®, APMA®

Financial Advisor

Learn more about Paul Romano Visit Paul Romano's website
Mark Russo, Private Wealth Advisor serving the Auburndale, MA area - Ameriprise Advisors

Mark Russo

Private Wealth Advisor

Learn more about Mark Russo Visit Mark Russo's website
Joshua Sokol, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Joshua Sokol

CFP®, APMA®

Financial Advisor

Learn more about Joshua Sokol Visit Joshua Sokol's website
Jaclyn Stanley, Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Jaclyn Stanley

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jaclyn Stanley Visit Jaclyn Stanley's website
Jennifer Ann Taber, Associate Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Jennifer Ann Taber

APMA®, CMFC®

Associate Financial Advisor

Investment Manager
Learn more about Jennifer Ann Taber Visit Jennifer Ann Taber's website
Mary Catherine Costa, Associate Financial Advisor serving the Auburndale, MA area - Ameriprise Advisors

Mary Catherine Costa

CFP®, MS, APMA®, CMFC®, CDFA®, CRPC®, MPASSM

Associate Financial Advisor

Business Development Manager
Learn more about Mary Catherine Costa Visit Mary Catherine Costa's website

Our team

Kelley Barsamian

Kelley Barsamian

Client Service Manager

Meredith Berke

Meredith Berke

Client Service Specialist,

Marketing Specialist
Alexis Bouchard

Alexis Bouchard

Marketing Manager

Judy Bouchard

Judy Bouchard

Client Service Specialist

Tyler Corcoran APMA<sup>®</sup>

Tyler Corcoran APMA®

Paraplanner

Kristen Commander

Kristen Commander

Business Development Manager

Andrew Conaty

Andrew Conaty

Operations Specialist

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

Mary Costa MS-PFP, CFP®, APMA®

Business Development Manager

Liz Dewar

Liz Dewar

Financial Planning Specialist

Joe Dolan APMA<sup>®</sup>

Joe Dolan APMA®

Financial Planning Analyst

Jill Herrick

Jill Herrick

Operations Specialist

Mary Incera APMA<sup>®</sup>

Mary Incera APMA®

Investment Specialist

Leslie MacDonald

Leslie MacDonald

Client Service Specialist

Jerry McQuaid

Jerry McQuaid

Paraplanner

Michael Micciche APMA<sup>®</sup>

Michael Micciche APMA®

Operations Manager

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer
Lauryn Murray

Lauryn Murray

Marketing Specialist

Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

Lucia Renda

Lucia Renda

Client Service Specialist

Matt Riley APMA<sup>®</sup>

Matt Riley APMA®

Operations Manager

Emily Rome

Emily Rome

Financial Planning Specialist

Ryan Stefens

Ryan Stefens

Paraplanner

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

Jennifer Taber APMA®, CMFC®

Investment Manager,

Operations Manager
Cheryl Whalen APMA<sup>®</sup>

Cheryl Whalen APMA®

Operations Manager

Jenn Wilson

Jenn Wilson

Operations Specialist