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®
Partner & Managing Advisor
Sabrina Behboudi
Analyst
Matt Bonvicini, CFP®
Financial Advisor
Cyndy Borenstein
Senior Client Service Specialist
Kelly Boutin, JD
Financial Advisor
Joshua Brier
Chief Operating Officer
Kevin Briganti, CFP®
Financial Advisor
Zach Bylykbashi, CFP®
Senior Financial Advisor
Rosa D. Cadena
Chief Compliance Officer
Miguel Carneiro, CFP®
Senior Financial Advisor
Kathleen Christensen, CPA/PFS, CDFA®
Partner & Managing Advisor
Brendan T. Conry, Jr., CFP®
Financial Advisor
Brendan T. Conry, AIF®, ChFC®, CLU®
Business Development Officer
Megan Cooney-Smith
Marketing Manager
Tanya C. D’Addio
Director of Client & Team Experiences
Sam DeBono, CFP®
Senior Financial Planner
Lauren DellaFera
Senior Client Service Specialist
Shannon DeLorso
Accounting Manager
Tony DiSorbo, CLU®, ChFC®
Partner & Managing Advisor
Labib Fasihuddin, CFP®
Managing Advisor
Jonah Feldman
Analyst
Michael Fernandes, CFP®
Managing Advisor
Brendan Fitzgerald, CFP®
Senior Operations & Trading Associate
Ashley Fleming
Client Service Specialist
Kyle Fontaine
Client Service Specialist
Melissa Frechette
Director of Business Support
Sean Gannon
Analyst
Tracy Hains
Client Relations Specialist
Deborah Hopper
Director of People
Denis M. Horrigan, CFP®, CEPA
Partner & Co-founder
William Horigan, CFP®
Senior Financial Advisor
Jenna Isleib, CFP®
Financial Advisor
Rachel Jase
Senior 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
Lucas Lycksell, CFP®, JD, MSc
Senior Financial Planner
Katelyn Marien
Client Service Specialist
Ashley McCard, CPA
Controller
Eric Natale
Chief Financial Officer
Charles L. Olson, CFP®
Partner & Managing Advisor
Jessica Pedrolini
Senior Client Service Specialist
Richard Persechino, CFP®
Senior Financial Advisor
Meredith M. Pickett, CFP®
Financial Advisor
Rachel Puleo
Client Service Specialist
Jason Raiti, CFA®, CFP®, CAIA®
Senior Financial Advisor
Sarah C. Rioux, CFP®
Financial Advisor
Katerina Roberts, CFP®
Senior Financial Advisor
Alex Romejko, CFP®
Financial Advisor
Jack Rose
Planning Analyst
Alec Rosen, CFP®, AIF®
Director of Growth
Benjamin Roy
Analyst
John Russo
Analyst
Saswati Saha
Planning Analyst
Sarah Scheide
Client Service Specialist
Mia Servidone, CFP®
Financial Planner
John Shanley, CFP®
Partner & Managing Advisor
Robin Smith
Office / Building Manager
Jarrett Solomon, CFP®
Partner & Managing Advisor
Patrick Sullivan, CFP®, CM&AA®
Managing Planner
Patrick A. Sullivan
Analyst
Josh Sweeney, CFA®, CAIA®
Chief Investment Officer
Danielle Tata
Senior Client Service Specialist
Michael Tedone, CPA/PFS
Partner
Megan Trask, CFP®
Partner & Managing Advisor
Christopher Winkel, CFP®
Senior Financial Advisor
Jake Woznyk, CFP®
Financial Advisor
Nicholas Zollo
IT Specialist