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Our Team

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Jay is a CFP® and enthusiastic hiker.

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Jay Barrett, CFP®, AIF®

Financial Advisor

K is actively involved in Veteran services and is a proud Blue Star Mother.

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Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

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Joe Benoit, CFA

Portfolio Manager

Bridgett is always searching for the best ice cream spots.

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Bridgett M. Bisceglia

Client Service Manager

Brian is a Wealth Manager and enjoys woodworking.

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Brian G. Carlson

Financial Advisor

Adam is a Financial Advisor and family man.

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Adam Clark

Financial Advisor

Jerry is a CFP® and competitive ballroom dancer.

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Gerald S. Connolly, CFP®

Vice President

Janelle is a CFP® and has a twin sister.

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Janelle L. Coulman, CFP®

Financial Advisor

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

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Michael Davide

Chief Compliance Officer, Controller

Justin is a CFP®, father of three daughters, and talented musician.

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Justin C. Davis, CFP®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

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Christopher S. Deeley, CFA

Financial Advisor

Maureen is a CFA Charterholder and fitness enthusiast.

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Maureen Fields, CFA

Senior Research Associate

Kris speaks 5 languages and loves to crochet while listening to audio books.

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Kris Finn

Client Service Manager

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

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Nicole M. Foran

Client Service Manager

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

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Neal French

Financial Advisor

Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  2. 02.
    Develop Plan
  3. 03.
    Build Portfolio
  4. 04.
    Actively Manage
  5. 05.
    Review & Revise
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