It Starts With You. Your Life. Your Plan.

You deserve high-performing advice which:

MEET OUR TEAM

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Michael Meehan

CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder

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Toni Grimm

CFP®, CDFA™, Senior Client Advisor

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Hilary Champagne

Financial Planning Associate

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Jane Taubner Barney

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