Team

Renée Kwok

CFP®, President & CEO & Shareholder
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Kerri Allen

CFP®, Senior Client Advisor
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Maria Arenas

Senior Client Service Associate
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Jane Taubner Barney

JD, CFP®, CDFA™ Vice President - Client Advisor
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Scott Burg

CFA, CAIA®, Director of Investment Research
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Hilary Champagne

CFP®, CTFA, Financial Planning Associate
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Kyle Coté

Senior Client Service Associate
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Toni Grimm

CFP®, CDFA™, Senior Client Advisor
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Betty Harris

Business Manager
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Rachel Harris

Senior Client Service Associate & Marketing Manager
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Jenna Israni

Senior Financial Planning Associate
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Brian Keri

Senior Trader
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Abigail Kinsel

FPQP®, Administrative Coordinator
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Jessica Learn

Client Service Assistant
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Michael Meehan

CPA/PFS, CFP®, Senior Vice President - Client Advisor & Shareholder
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Jaret Petruzzelli

Trading and Investment Implementation Associate
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Brian Presti

CFA, Chartered SRI Counselor℠, Chief Investment Officer
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Victor Sinopoli

Financial Planning Associate
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Steven Smith

FPQP®, Senior Client Service Associate
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Leann Sullivan

CFP®, CAP®, Senior Vice President - Client Advisor & Shareholder
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Mike Sullivan

Director of Operations and Business Analytics & Shareholder
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Connie Wyllie

Chief Compliance Officer, Vice President of Client Service and Operations & Shareholder
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Emeritus

Jim Joslin

Chairman Emeritus
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Fred Pryor, Esq.

Director Emeritus
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