Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Socially Conscious Wealth Management
Team photo for Socially Conscious Wealth Management

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Our advisors

Advisor photo for Douglas Calnan

Douglas Calnan

Financial Advisor

Managing Director
Learn more about Douglas Calnan Visit Douglas Calnan's website
Advisor photo for Christian Calnan

Christian Calnan

CFA®

Financial Advisor

Learn more about Christian Calnan Visit Christian Calnan's website


Our team

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader

Heather Floridia

Heather Floridia

Client Service Specialist