TEAM

MEET OUR TEAM

Bickling Meet Our Team
SPENCER BETTS, BS, CFP®

SPENCER BETTS, BS, CFP®

FINANCIAL ADVISOR

ANDREW BETTS, MBA, CFP®

ANDREW BETTS, MBA, CFP®

FINANCIAL ADVISOR

DOROTHY I. BICKLING, ED.D., CFP®

DOROTHY I. BICKLING, ED.D., CFP®

FINANCIAL ADVISOR

PETER DESCHENES

PETER DESCHENES

TECHNOLOGY MANAGER

PATRICIA DOLAN

PATRICIA DOLAN

MARKETING DIRECTOR

CHRISTOPHER DRAVES

CHRISTOPHER DRAVES

TECHNOLOGY ANALYST

ROBIN URCIUOLI, CFP®, CPA

ROBIN URCIUOLI, CFP®, CPA

SENIOR CLIENT RELATIONSHIP MANAGER

PATRICK HANLON, CFP®

PATRICK HANLON, CFP®

CERTIFIED FINANCIAL PLANNER®

BRUCE GOODMAN, AIF®

BRUCE GOODMAN, AIF®

FINANCIAL ADVISOR

KATE WEAR

KATE WEAR

CLIENT SERVICE ASSOCIATE

SALLY MOULTON

SALLY MOULTON

JACK FREEDMAN

JACK FREEDMAN