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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

Jack enjoys spending time each summer at Cape Cod and Martha’s Vineyard. 

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Jack Prendergast

Client Service Associate

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

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Michelle J. Vacca

Operations and Client Service Team Lead

Abby has a pet bearded dragon and a turtle.

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Abigail Witherell

Client Service Associate

Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
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Latest News & Insights

09.11.25  |  Financial Literacy

Tax-Free Income: Should You Consider Municipal Bonds? 

By Todd A. Herman, CFP®

09.08.25  |  Investment Management

Global Bond Yields Surge (Video)

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