Jordan is a CFP®, dad, husband and fly fisherman.
Financial Advisor
Mike has a history of running marathons and once completed the Lake Placid Ironman.
Jennifer is a CFP® who loves to travel.
Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.
David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.
Steve is a foodie and has five brothers that are all close in age. Less than seven years separate the six of them!
Wealth Director
Gordy is a CFP® who loves to cook and try new restaurants.
Emily is a CFP® and enjoys the beach.
Principal, Vice President
04.17.24 | Investment Management
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