Alex Bastron

James R. Bolton, CFP^®

Kris Dwyer, CFP^®, CDFA

Jessica Engebretsen, CFP^®

Susan Ganser, CFP^®

Amy Greenway, CFP^®

    Kirk Licata, CFP^®

Michael Lipsey, CFP^®, AIF^®

Sara McIntosh, CFP^®

  Douglas J. Stefanini

Cathy Bolton
Accounting Manager

Paula Fisher
Data Specialist

Iris Goggin
Receptionist

Judy Hammond
Operations Assistant

Kim Kelly
Senior Client Services Coordinator

Samantha Pickering, CFP^®
Associate Advisor