Our advisors

Garth Fondo

Garth Fondo

CFP®, MBA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Garth Fondo Visit Garth Fondo's website

Our team

Kathleen M. Lubsen

Kathleen M. Lubsen

Client Service Manager

Roles & Responsibilities

  • Manages Calendar and schedules client meetings
  • Meeting preparation
  • Business processing and client service
  • General Office management and billing
  • Event Coordinator
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Liz Bonacci

Liz Bonacci

Financial Planning Assistant

Qualifications

  • B.S. Account Boston College, 1996
  • Public accounting and financial services industry experience

Roles & Responsibilities

  • Financial planning and investment assistance
  • Gather client data and prepare Retirement Goal Tracker analysis
  • Update investment profile re-balancing tool
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