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Our Team

Investment Management
Financial Planning
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Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Vice President

Outside of the office, Ben enjoys golfing and skiing with friends and family.

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Benjamin Jette

Research Analyst, Trader

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Manager

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

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Michael R. Keefe, CISSP

IT Manager

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

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Karen Kelly, CFP®

Financial Advisor

Eleanor is a CFP® and loves the outdoors.

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Eleanor Kreitler, CFP®

Financial Advisor

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

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Patty Lavoie, CPA

Financial Advisor

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

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Jordan A. Letendre, CFP®

Financial Advisor

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

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

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Michael Maguire, CFP®, ChFC®, RICP®

Financial Advisor

Chris spent part of his childhood living in Kwajalein, an island in the Marshall Islands.

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Chris Masciarelli

IT Generalist

Karen enjoys running and hiking with her Golden Retriever.

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Karen E. McAuliffe

Administrative Coordinator, Service Associate

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

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Cheryl A. McNally

Data Analyst

Jennifer is a CFP® who loves to travel.

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Jennifer A. Moran, CFP®, AEP®

Financial Advisor

Load More People
Load More People

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
Learn More

Latest News & Insights

06.11.25  |  Financial Planning

Per Stirpes vs. Per Capita: What it Means for Your Estate Plan

By Todd A. Herman, CFP®

06.09.25  |  Investment Management

Signs of a Slowdown? (Video)

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