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Our Team

Investment Management

Financial Planning

Melissa was once on the Late Show Top 10 List.

Melissa Henderson, MBA, CFP^®

Financial Advisor

Todd is a CFP®, a competitor and problem solver.

Todd A. Herman, CFP^®

Financial Advisor | Financial Planning Specialist

Adam is a CFA, CFP® and constantly humbled golfer.

Adam R. Jacobs, CFA, CFP^®

Vice President

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

Karen Kelly, CFP^®, RICP^®

Financial Advisor

A Minnesota native, Sean is a lifelong fan of Minnesota sports.

Sean Kommerstad, CIMA^®

Regional Director

Eleanor is a CFP® and loves the outdoors.

Eleanor Kreitler, CFP^®

Financial Advisor

Patty is a CPA and CFP® and loves to travel with family and friends.

Patty Lavoie, CPA, CFP^®

Financial Advisor

Greg completed 3 half marathons in 2025, and will be completing 3 more in 2026.

Greg Lee, MBA

Regional Director

Jordan is a CFP®, dad, husband and fly fisherman.

Jordan A. Letendre, CFP^®

Financial Advisor

Matt has been giving haircuts since Covid!

Matthew Licata

Financial Planning Associate

Mike has a history of running marathons and once completed the Lake Placid Ironman.

Michael Maguire, CFP^®, ChFC^®, RICP^®

Financial Advisor

Pat is a CFP®, and enjoys playing golf and spending time with family.

Pat Melvin, CFP^®

Financial Advisor

Jennifer is a CFP® who loves to travel.

Jennifer A. Moran, CFP^®, AEP^®

Financial Advisor

Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.

Timothy D. Rheaume, CFA, CFP^®

Financial Advisor

David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.

David R. Roberts, CFP^®

Financial Advisor

Gordy is a CFP® who loves to cook and try new restaurants.

Gordon J. Thomas, CFP^®

Financial Advisor

Load More People

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

04.14.26 | Financial Planning

Tax Fundamentals: How Income Flows Through the Tax System

By Todd A. Herman, CFP®

04.13.26 | Investment Management

3/31/26 Outlook Theme #1: What Oil Is Looking Forward To

By Benjamin B. Wallace, CFA

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