Our People

Our principals are involved in key decisions.

OUR TEAM
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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

Financial Planning 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

Marketing and Client Service Associate

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Jenna Israni

Financial Planning and Estate Administrator

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Brian Keri

Senior Trader

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Abigail Kinsel

Administrative Coordinator

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Jessica Learn

Administrative Coordinator

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Michael Meehan

CPA/PFS, CFP®, Managing Director - Marketing, Senior 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
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Jim Joslin

Chairman Emeritus

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Fred Pryor, Esq.

Director Emeritus

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260 Franklin Street, Suite 1888, Boston, MA 02110
Phone: 617-210-6700

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