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

Jonathon McAdow
Senior Operations Manager

Sam Wishneff, CFP^®
Associate Advisor