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