SPENCER BETTS, BS, CFP®
FINANCIAL ADVISOR
ANDREW BETTS, MBA, CFP®
FINANCIAL ADVISOR
DOROTHY I. BICKLING, ED.D., CFP®
FINANCIAL ADVISOR
PETER DESCHENES
DIRECTOR OF OPERATIONS
PATRICIA DOLAN
MARKETING DIRECTOR
CHRISTOPHER DRAVES
TECHNOLOGY ANALYST
ROBIN URCIUOLI, CFP®, CPA
SENIOR CLIENT RELATIONSHIP MANAGER
PATRICK HANLON, CFP®
CERTIFIED FINANCIAL PLANNER®
BRUCE GOODMAN, AIF®
FINANCIAL ADVISOR
KATE WEAR
CLIENT SERVICE ASSOCIATE
SALLY MOULTON
OPERATIONS ASSOCIATE
JACK FREEDMAN, CFP®, NSSA®
FIANANCIAL ADVISOR
ANDREA GESUALDO
OPERATIONS MANAGER
ASHLEY HOY
FINANCIAL SERVICES ASSOCIATE
