Kathleen Asack

Chief Operating Officer

John Carey, AIF®

Director of Risk Solutions

David Caruso

Founder. Media Consultant

Kayla Caswell

Relationship Coordinator

Zachary Delano

Operations Coordinator

Nicole De Peña

Relationship Coordinator

Sean Gibbons, CFP®

Relationship Manager

James Higgins

Operations Coordinator

People don’t care how much you know until they know how much you care.

Theodore Roosevelt

James Horrocks, CFP®

Chief Executive Officer

Kate Kendall

Director of Operations & Finance

Ashley LeBlanc

Relationship Coordinator

Matthew McGrath, CFA®

Operations Coordinator

Stephen McLaughlin

Investment Operations Coordinator

If you want to go fast, go alone. If you want to go far, go together.

African Proverb

Lauren Mondello

Operations Coordinator

Camay Pascucci

Relationship Manager

Rick Petroccione, QKA®

Director of Operations, Institutions

Mark Sullivan, CFP®

Relationship Manager

Neil Tremblay, AIF®

Managing Director, Institutions

Cliff Wallace, CMFC®, CRPS®

Director of Relationship Management, Institutions

Douglas Wilson, CFP®

Relationship Manager

It’s better to have a great team than a team of greats.

Simon Sinek

Joseph Yoon, CFP®, CIMA®

Relationship Manager