Meet the Team
People hire people to do their financial planning. And our people are knowledgeable, experienced, and care about our clients’ well-being.
Our team of advisors averages more than 20 years of experience. All of our senior advisors are credentialed as CERTIFIED FINANCIAL PLANNER (CFP®) practitioners and/or Professional Financial Specialists. And we are an SEC Registered Investment Advisor, which means that we are fiduciaries that put our clients’ interests first.
Dan Ballou, CFP®
Managing Advisor
Jennifer Barry, CFP®
Managing Advisor
Matt Bonvicini, CFP®
Financial Advisor
Cyndy Borenstein
Senior Client Service Specialist
Kevin Briganti, CFP®
Financial Advisor
Zach Bylykbashi, CFP®
Financial Advisor
Miguel Carneiro, CFP®
Financial Advisor
Kathleen Christensen, CPA/PFS, CDFA®
Partner & Managing Advisor
Megan Cooney-Smith
Marketing Manager
Tanya C. D’Addio
Director of Client & Team Experiences
Sam DeBono, CFP®
Financial Planner
Lauren DellaFera
Senior Client Service Specialist
Shannon DeLorso
Accounting Manager
Tony DiSorbo, CLU®, ChFC®
Partner & Managing Advisor
Labib Fasihuddin, CFP®
Senior Financial Advisor
Jonah Feldman
Analyst
Michael Fernandes, CFP®
Managing Advisor
Brendan Fitzgerald, CFP®
Senior Financial Advisor
Ashley Fleming
Client Service Specialist
Niko Ford
Analyst
Melissa Frechette
Operations Manager & Manager of Compliance
Nick Good
Analyst
Tracy Hains
Client Relations Specialist
Jessica Pedrolini
Client Service Specialist
Deborah Hopper
Director of People
Denis M. Horrigan, CFP®, CEPA
Partner & Co-founder
William Horigan, CFP®
Financial Advisor
Jenna Isleib, CFP®
Financial Advisor
Rachel Jase
Client Service Specialist
Jo Ann Keller
Senior Financial Advisor
Joseph Koontz
Portfolio Data Analyst
Kevin C. Leahy, CFP®, CPA
President & CEO
E. Patrick Logue, CPA
Partner & Managing Advisor
Katelyn Marien
Client Service Specialist
Ashley McCard, CPA
Controller
Rudolph Melk
Analyst
Eric Natale
Senior Business Strategist
Charles L. Olson, CFP®
Partner & Managing Advisor
Richard Persechino, CFP®
Financial Advisor
Meredith Pickett
Senior Client Service Specialist
Rachel Puleo
Client Service Specialist
Sarah C. Rioux, CFP®
Analyst
Alex Romejko
Analyst
Jack Rose
Planning Analyst
Alec Rosen, CFP®, AIF®
Director of Growth
Saswati Saha
Planning Analyst
Mia Servidone
Planning Analyst
John Shanley, CFP®
Partner & Managing Advisor
Jennie Lynn Shen
Client Relations Specialist
Robin Smith
Office / Building Manager
Jarrett Solomon, CFP®
Partner & Managing Advisor
Daniela Stringa
Senior Client Service Specialist
Patrick Sullivan, CFP®, CM&AA®
Managing Planner
Josh Sweeney, CFA®
Director of Investments
Danielle Tata
Client Service Specialist
Michael Tedone, CPA/PFS
Partner & Chief Financial Officer
Megan Trask, CFP®
Partner & Managing Advisor
Christopher Winkel, CFP®
Financial Advisor
Emily Wood, CFP®, CM&AA®
Partner & Chief Client Officer
Jake Woznyk
Analyst