Andrew is a martial artist and an avid sports fan.
Client Service Manager
Tyler enjoys walks, whether they be with his dog, on the golf course, or around his garden.
Kris speaks 5 languages and loves to crochet while listening to audio books.
Gwen enjoys boating and fishing with friends and family.
Performance Analyst
Nicole enjoys reading, crafts, the beach and, most recently, gardening.
Client Service Manager and Team Lead
Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.
Financial Advisor
Neal is a Financial Advisor, fly-fisherman, and avid guitar player.
Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.
Associate Business Manager
Mike is a CIMA® and committed community volunteer.
Principal, Vice President
Sue enjoys playing cards and board games with her husband and three kids.
Controller
Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.
CEO | Chief Investment Officer
Mike likes seeing live music, reading, and watching the NBA, NFL, and tennis.
Chief Marketing Officer
Tom is a CFP® and dedicated golfer.
Tim is the firm's founder and avid seaglass collector.
Founder
Todd is a CFP®, a competitor and problem solver.
Financial Advisor | Financial Planning Specialist
Joe enjoys spending time on Cape Cod (Harwich), where he grew up.
06.11.25 | Financial Planning
By Todd A. Herman, CFP®
06.09.25 | Investment Management
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