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Our Team

Investment Management

Financial Planning

Bridgett is always searching for the best ice cream spots.

Bridgett M. Abbascia

Client Service Manager

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

Karen A. Belliveau

Senior Client Service Manager

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Adam R. Cahoone

Client Service Manager

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

Kris Finn

Client Service Manager

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

Nicole M. Foran

Client Service Manager

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

Samantha C. Kallio

Client Service Manager

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

Laurie D. Littlefield, FPQP™

Senior Client Service Manager

Melissa enjoys spending time with her family and kayaking on Lake Chaubunagungamuag (Webster Lake).

Melissa M. Monti

Client Service Associate

Sarah is a 4th degree black belt in Krav Maga.

Sarah M. Parzych

Client Service Associate

Michelle, her husband, and their two young boys love to travel.

Michelle J. Vacca

Senior Client Service Manager

Load More People

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

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

06.15.22 | Financial Planning

Series I Bonds

05.26.22 | Investment Management

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