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, CFP®

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

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®

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

Jo Ann Keller

Senior Financial Advisor

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

Rudolph Melk

Analyst

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

Rachel Puleo

Client Service Specialist

Nicholas Renzi

Analyst

Sarah C. Rioux

Analyst

Alex Romejko

Analyst

Saswati Saha

Planning Analyst

Mia Servidone

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

Jake Woznyk

Analyst