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Our Team

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Bridgett is always searching for the best ice cream spots.

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Bridgett M. Abbascia

Client Service Manager

In her spare time, Christine enjoys home decorating and interior design.

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Christine Barry

Client Service Manager

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

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

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Adam R. Cahoone

Client Service Manager

Emily likes traveling and enjoys cruising the most!

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Emily Dickman

Client Service 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 and Team Lead

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

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Associate

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

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

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

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Melissa M. Monti

Client Service Manager

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

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Sarah M. Parzych

Client Service Manager

Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.

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Brenda Phillips

Client Service Manager

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

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Michelle J. Vacca

Operations and Client Service Team Lead

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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