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®

Senior Financial Advisor

Jennifer Barry, CFP®

Managing Advisor

Matt Bonvicini

Financial Analyst

Cyndy Borenstein

Client Service Specialist

Kevin Briganti

Financial Analyst

Zach Bylykbashi


Miguel Carneiro, CFP®

Financial Analyst

Kathleen Christensen, CPA/PFS, CDFA®


Megan Cooney-Smith

Content Marketing Specialist

Tanya C. D’Addio

Director of Client & Team Experiences

Sam DeBono

Planning Analyst

Lauren DellaFera

Client Service Specialist

Shannon DeLorso


Beth Devino, CPA/PFS

Financial Planner

Tony Disorbo, CLU®, ChFC®


Jessica Dodge, CEPA

Director of Momentum for Business Owners

Labib Fasihuddin, CFP®

Financial Advisor

Michael Fernandes, CFP ®

Senior Financial Advisor

Ashley Fleming

Client Service Specialist

Melissa Frechette

Client Service Specialist & Manager of Compliance

Nick Good


Daria Haaser

Client Service Specialist

Tracy Hains

Client Relations Specialist

Lorraine D. Halibozek, CPA


Martha Hardison, CFP®

Senior Financial Advisor

Jessica Heyse

Client Service Specialist

Deborah Hopper

Director of Human Resources

Denis M. Horrigan, CFP®, CEPA

Partner & Co-founder

William Horigan

Associate Financial Advisor

Jenna Isleib

Financial Analyst

Claudia J. Jacques-Soto, CFP®


Taylor King, CFP®

Senior Financial Advsior

Kevin C. Leahy, CPA/CFP®

President & CEO, CPA/CFP®

Kimberly Lockwood

Senior Client Service Specialist

Walker Lohrey

Financial Analyst

Erynn T. Ludemann

Client Development Specialist

Steve McLoughlin

Director of Marketing

Eric Natale

Portfolio & Business Analyst

Bichop Nawrot, CFP®


Kailee Ostroski, CFP®

Partner & Chief Operating Officer

Richard Persechino, CFP®

Financial Advisor

Meredith Pickett

Client Service Specialist

Nicholas Renzi


Sarah C. Rioux


Saswati Saha

Planning Analyst

John Shanley, CFP®

Managing Advisor & Assistant Director of the Investment Committee

Robin Smith

Office / Building Manager

Jarrett Solomon, CFP®


Patrick Sullivan, CFP®

Financial Planner

Laura M. Sundquist, CPA/CFP®

Senior Financial Planner

Danielle Tata

Client Service Specialist

Michael Tedone, CPA/PFS

Partner & Chief Financial Officer

Megan Trask, CFP®


Christopher Winkel

Financial Analyst

Emily Wood, CFP®

Partner & Chief Client Officer