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
Analyst
Cyndy Borenstein
Senior Client Service Specialist
Kevin Briganti
Financial Advisor
Zach Bylykbashi
Analyst
Miguel Carneiro, CFP®
Financial Advisor
Kathleen Christensen, CPA/PFS, CDFA®
Partner & Managing Advisor
Megan Cooney-Smith
Content Marketing Specialist
Tanya C. D’Addio
Director of Client & Team Experiences
Sam DeBono
Planning Analyst
Lauren DellaFera
Senior Client Service Specialist
Shannon DeLorso
Accounting Coordinator
Beth Devino, CPA/PFS
Senior Financial Planner
Tony Disorbo, CLU®, ChFC®
Partner & Managing Advisor
Jessica Dodge, CEPA
Director of Momentum for Business Owners
Labib Fasihuddin, CFP®
Senior Financial Advisor
Michael Fernandes, CFP®
Managing Advisor
Brendan Fitzgerald, CFP®
Senior Financial Advisor
Ashley Fleming
Client Service Specialist
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®
Senior Financial 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
Analyst
Claudia J. Jacques-Soto, CFP®
Partner
Taylor King, CFP®
Senior Financial Advsior
Kevin C. Leahy, CPA/CFP®
President & CEO, CPA/CFP®
Kimberly Lockwood
Senior Client Service Specialist
E. Patrick Logue, CPA
Partner & Managing Advisor
Walker Lohrey
Analyst
Erynn T. Ludemann
Client Development Manager
Steve McLoughlin
Director of Marketing
Eric Natale
Senior Business Strategist
Bichop Nawrot, CFP®
Partner
Charles L. Olson, CFP®
Partner & Managing Advisor
Kailee Ostroski, CFP®
Partner & Chief Operating Officer
Richard Persechino, CFP®
Financial Advisor
Meredith Pickett
Client Service Specialist
Nicholas Renzi
Analyst
Sarah C. Rioux
Analyst
Alex Romejko
Analyst
Saswati Saha
Planning Analyst
John Shanley, CFP®
Managing Advisor & Assistant Director of the Investment Committee
Goldy Singh
Client Service Specialist
Robin Smith
Office / Building Manager
Jarrett Solomon, CFP®
Partner & Managing Advisor
Daniela Stringa
Senior Client Service Specialist
Patrick Sullivan, CFP®
Senior Financial 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
Analyst
Emily Wood, CFP®
Partner & Chief Client Officer