Meet the team

Since 2024, Beth has been dedicated to making your experience with our practice thoughtful, seamless and personal. Her role is centered on connection-ensuring that every client feels supported, informed, and valued throughout the year.

For over three years, Matt has been working in coordination with our advisors. Matt prepares and executes trades, processes money movement requests and coordinates asset transfers. He participates in meeting follow-up, conducts investment and planning research and helps maintain accurate, up‑to‑date account and planning information. Outside of the office, Matt enjoys snowboarding and gardening.

Meg is an essential part of our team, helping keep the office running smoothly while supporting our advisors in delivering exceptional client service. You may connect with her when calling to confirm a meeting, send a message to your advisor, or visiting the office. Outside of work, Meg enjoys caring for her plants and skiing during the winter months.

Moriah serves as the strategic force that keeps us operating with clarity, consistency, and intention. She works behind the scenes to streamline workflows, strengthen processes, and ensure every interaction reflects the firm’s commitment to exceptional client care. Her leadership style reflects her background in psychology, bringing thoughtful communication, empathy, and a people‑first approach to her work every day.

Nicole partners closely with advisors to support account coordination, money movement, meeting follow‑ups, and ongoing client needs. Outside of the office, Nicole channels her creativity through photography and singing, and she’s currently bringing a personal passion project to life: launching a podcast she created with her husband.

Ryan partners closely with advisors to support account coordination, money movement, meeting follow‑ups, and ongoing client needs, while also assisting clients with the secure site to ensure a smooth and efficient experience. Outside of the office, Ryan enjoys all things motorsports!

Tiffany is in her second year at Mount Holyoke College studying Economics. Tiffany supports the team by assisting with scheduling, meeting preparation, and special projects that help keep your experience organized and efficient.