Alex Bastron

James R. Bolton, CFP^®

Kris Dwyer, CFP^®, CDFA

Bruce Ellis, CFP^®

Jessica Engebretsen, CFP^®

Susan Ganser, CFP^®

Amy Greenway, CFP^®

Joey Lancaster, CFP^®

    Kirk Licata, CFP^®

Michael Lipsey, CFP^®, AIF^®

Sara McIntosh, CFP^®

Michael B. McKay, CFP^®

  Douglas J. Stefanini

Cathy Bolton
Accounting Manager

Paula Fisher
Data Specialist

Iris Goggin
Receptionist

Kelly Hale
Senior Client Services Coordinator

Judy Hammond
Operations Assistant

Kim Kelly
Senior Client Services Coordinator

Jonathon McAdow
Senior Operations Manager

Samantha Pickering, CFP^®
Associate Advisor

Sam Wishneff, CFP^®
Associate Advisor