Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Daniel T Wilson

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

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

Jaime Barnes

CFP®

Private Wealth Advisor

Learn more about Jaime Barnes Visit Jaime Barnes's website
Advisor photo for Jacqueline Blau

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Learn more about Jacqueline Blau Visit Jacqueline Blau's website
Advisor photo for John T Corcoran

John T Corcoran

APMA

Financial Advisor

Learn more about John T Corcoran Visit John T Corcoran's website
Advisor photo for Mary Catherine Costa

Mary Catherine Costa

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

Associate Financial Advisor

Business Development Manager
Learn more about Mary Catherine Costa Visit Mary Catherine Costa's website
Advisor photo for Christine DelBrocco

Christine DelBrocco

CRPC, APMA

Financial Advisor

Learn more about Christine DelBrocco Visit Christine DelBrocco's website
Advisor photo for Andrew Enright

Andrew Enright

CFP®, APMA

Financial Advisor

Learn more about Andrew Enright Visit Andrew Enright's website
Advisor photo for Alexander Kezer

Alexander Kezer

CFP®, CMFC, APMA

Financial Advisor

Learn more about Alexander Kezer Visit Alexander Kezer's website
Advisor photo for Daniel J Marean

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

Learn more about Daniel J Marean Visit Daniel J Marean's website
Advisor photo for Mike Micciche

Mike Micciche

APMA

Financial Advisor

Operations Manager
Learn more about Mike Micciche Visit Mike Micciche's website
Advisor photo for Kaitlyn OConnell

Kaitlyn OConnell

APMA

Financial Advisor

Learn more about Kaitlyn OConnell Visit Kaitlyn OConnell's website
Advisor photo for Matthew Peter Riley

Matthew Peter Riley

CMFC, CRPC, APMA

Financial Advisor

Learn more about Matthew Peter Riley Visit Matthew Peter Riley's website
Advisor photo for Paul Romano

Paul Romano

MBA, CLTC®, CRPC, APMA

Financial Advisor

Learn more about Paul Romano Visit Paul Romano's website
Advisor photo for Mark Russo

Mark Russo

Private Wealth Advisor

Learn more about Mark Russo Visit Mark Russo's website
Advisor photo for Joshua Sokol

Joshua Sokol

CFP®, APMA

Financial Advisor

Learn more about Joshua Sokol Visit Joshua Sokol's website
Advisor photo for Jaclyn Stanley

Jaclyn Stanley

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jaclyn Stanley Visit Jaclyn Stanley's website
Advisor photo for Ryan Stefens

Ryan Stefens

APMA

Financial Advisor

Learn more about Ryan Stefens Visit Ryan Stefens's website
Advisor photo for Jennifer Ann Taber

Jennifer Ann Taber

APMA, CMFC

Associate Financial Advisor

Operations Director
Learn more about Jennifer Ann Taber Visit Jennifer Ann Taber's website
Advisor photo for Kevin Plodzik

Kevin Plodzik

APMA

Financial Advisor

Learn more about Kevin Plodzik Visit Kevin Plodzik's website


Our team

Kelley Barsamian

Kelley Barsamian

Client Relationship Manager

Meredith Berke

Meredith Berke

Client Relationship Manager

Judy Bouchard

Judy Bouchard

Client Relationship Manager

Trevor Carroll

Trevor Carroll

Investment Specialist

Kristen Commander

Kristen Commander

Business Development Manager

Andrew Conaty APMA™

Andrew Conaty APMA™

Investment Specialist

Liz Dewar

Liz Dewar

Client Relationship Manager

Joe Dolan APMA™

Joe Dolan APMA™

Financial Planning Analyst

Jill Herrick

Jill Herrick

Operations Manager,

Human Resource Manager of Skyeburst Wealth Management
Mary Incera APMA®

Mary Incera APMA®

Investment Specialist

Deborah Kennedy

Deborah Kennedy

Client Relationship Manager

Leslie MacDonald

Leslie MacDonald

Client Relationship Manager

Alexis McKenna

Alexis McKenna

Marketing Manager

Jerry McQuaid

Jerry McQuaid

Paraplanner

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer of Skyeburst Wealth Management
Lauryn Murray

Lauryn Murray

Marketing Specialist

Lucia Renda

Lucia Renda

Client Relationship Manager

Emily Rome

Emily Rome

Financial Planning Specialist

Staci Saks

Staci Saks

Operations Manager

Jean St. Pierre

Jean St. Pierre

Business Development Director

Robin Thevenot

Robin Thevenot

Office Manager,

Financial Planning Analyst
Cheryl Whalen APMA™

Cheryl Whalen APMA™

Client Relationship Manager,

Paraplanner
Jenn Wilson

Jenn Wilson

Operations Specialist

Emily Birtwell

Emily Birtwell

Intern

Kayla Herrick

Kayla Herrick

Intern

Matt Mauro

Matt Mauro

Intern

Jackson Odams

Jackson Odams

Intern