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

Beth Devino, CPA/PFS

Senior Financial Planner

Tony DiSorbo, CLU®, ChFC®

Partner & Managing Advisor

Labib Fasihuddin, CFP®

Senior Financial Advisor

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

Susan Grayson

Partner & Managing Advisor

Tracy Hains

Client Relations Specialist

Lorraine D. Halibozek, CPA

Controller

Martha Hardison, CFP®

Managing Advisor

Jessica Heyse

Client Service Specialist

Deborah Hopper

Director of Human Resources

Denis M. Horrigan, CFP®, CEPA

Partner & Co-founder

William Horigan

Financial Advisor

Jenna Isleib, CFP®

Financial Advisor

Rachel Jase

Client Service Specialist

Jo Ann Keller

Senior Financial Advisor

Kevin C. Leahy, CFP®, CPA

President & CEO

Kimberly Lockwood

Senior Client Service Specialist

E. Patrick Logue, CPA

Partner & Managing Advisor

Katelyn Marien

Client Service Specialist

Rudolph Melk

Analyst

Eric Natale

Senior Business Strategist

Charles L. Olson, CFP®

Partner & Managing Advisor

Kailee Ostroski, CFP®

Partner & Chief Operating Officer

Richard Persechino, CFP®

Financial Advisor

Meredith Pickett

Senior Client Service Specialist

Rachel Puleo

Client Service Specialist

Sarah C. Rioux

Analyst

Alex Romejko

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®

Partner & Chief Client Officer

Jake Woznyk

Analyst