We obsess over culture because we believe it helps attract amazing employees who are truly dedicated to our team’s outstanding client service model. Our culture is a passionate, fun, spunky, positive, and organized group of people that share in our CORE values.

Our Core Values are our small set of timeless guiding principles that define our culture and what makes our team unique!

Our Core Values:

  • High Standards - We stand out by being remarkable, helpful, resourceful and effective so our clients and colleagues can count on us. We are organized and pleasantly persistent with our clients to keep moving them forward.
  • Open and Honest - We believe that openly exploring mistakes and weaknesses as a good thing that leads to improvement and innovation. That being said, we must keep in mind the next guiding principle on how we deliver that message...
  • Golden Rule - You already know this one! We also seek to understand – look at the situation form the other person’s point of view and recognize it takes time to change habits.
  • Adaptable - We are receptive to new ideas and new initiatives. We know we must prepare, plan, and adapt…because change is inevitable.
  • Team Player - Every thing is earned by being useful to other people through your talents, your intelligence, your creativity, and your contributions.

Our advisors

Carolyn Nolan

Carolyn Nolan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Carolyn Nolan Visit Carolyn Nolan's website
Jennifer Gray

Jennifer Gray

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jennifer Gray Visit Jennifer Gray's website
Lisa Wolf

Lisa Wolf

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Lisa Wolf Visit Lisa Wolf's website
Eileen Holzman

Eileen Holzman

CLTC®, ChFC®

Financial Advisor

Learn more about Eileen Holzman Visit Eileen Holzman's website
Harish Dang

Harish Dang

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Harish Dang Visit Harish Dang's website
Katherine Caplinger

Katherine Caplinger

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katherine Caplinger Visit Katherine Caplinger's website

Kirsten L Puntiri

Financial Advisor

Learn more about Kirsten L Puntiri Visit Kirsten L Puntiri's website
Larry Panzeri

Larry Panzeri

Financial Advisor

Learn more about Larry Panzeri Visit Larry Panzeri's website
Suzanne Regan

Suzanne Regan

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Suzanne Regan Visit Suzanne Regan's website

Our team

Kirsten Puntiri

Kirsten Puntiri

Financial Planning Specialist

Debbie Vibert

Debbie Vibert

Practice Manager

Qualifications

  • Notary Public, State of Massachusetts
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Liz Ksepka

Liz Ksepka

Client Service Specialist

Nancy Pimentel

Nancy Pimentel

Executive Assistant