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
Financial 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
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
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
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
Financial 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
Walker Lohrey
Financial Analyst
Erynn T. Ludemann
Client Development Manager
Steve McLoughlin
Director of Marketing
Eric Natale
Senior Business Strategist
Bichop Nawrot, CFP®
Partner
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
Financial 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
Patrick Sullivan, CFP®
Senior Financial Planner
Danielle Tata
Client Service Specialist
Michael Tedone, CPA/PFS
Partner & Chief Financial Officer
Megan Trask, CFP®
Partner
Christopher Winkel
Financial Analyst
Emily Wood, CFP®
Partner & Chief Client Officer