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Our Team

Investment Management

Financial Planning

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

Michael Davide

Chief Compliance Officer, Controller

Karen enjoys running and hiking with her Golden Retriever.

Karen E. McAuliffe

Administrative Coordinator, Service Associate

Cheryl enjoys trips to the beach, playing cribbage and shooting trap.

Cheryl A. McNally

Systems Administrator

Julie loves DIY home improvement projects and spending time with her family.

Julie E. Payton

Compliance and Operations Associate

Ashley is on the firm’s management team and enjoys tap dancing.

Ashley A. Ransow

Business Operations Manager

Kathryn is a first time mom and tends a small farm with her husband.

Kathryn O. Voas

Operations Associate

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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