Jordan is a CFP®, dad, husband and fly fisherman.
Financial Advisor
Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.
Senior Client Service Manager
Mike has a history of running marathons and once completed the Lake Placid Ironman.
Karen enjoys running and hiking with her Golden Retriever.
Administrative Coordinator, Service Associate
Cheryl enjoys trips to the beach, playing cribbage and shooting trap.
Data Analyst
Melissa enjoys spending time with her family and kayaking on Lake Chaubunagungamuag (Webster Lake).
Client Service Manager
Jennifer is a CFP® who loves to travel.
Sarah is a 4th degree black belt in Krav Maga.
Maureen is a CFA Charterholder and fitness enthusiast.
Portfolio Operations Manager
Julie loves DIY home improvement projects and spending time with her family.
Compliance Associate
Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.
Ashley is on the firm’s management team and enjoys tap dancing.
Business Operations Manager
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
Jae is CFA charterholder and devoted community volunteer.
Sr. Quantitative Research Manager
04.17.24 | Investment Management
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