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Our Team

Investment Management
Financial Planning
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Sarah is a 4th degree black belt in Krav Maga.

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Sarah M. Parzych

Client Service Manager

Maureen is a CFA Charterholder and fitness enthusiast.

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Maureen Pasciucco, CFA

Portfolio Operations Manager

Julie loves DIY home improvement projects and spending time with her family.

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Julie E. Payton

Compliance Associate

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

Ashley is a proud hockey mom and lives by our “We Before Me” core value.

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Ashley A. Ransow

Chief Operating Officer

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

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Timothy D. Rheaume, CFA, CFP®

Financial Advisor

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

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David R. Roberts, CFP®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

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Jae Y. Song, CFA

Sr. Quantitative Research Manager

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

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Gordon J. Thomas, CFP®

Financial Advisor

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

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Michelle J. Vacca

Operations and Client Service Team Lead

Kathryn is a first time mom and tends a small farm with her husband.

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Kathryn O. Voas

Operations Specialist

Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.

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Benjamin B. Wallace, CFA

Portfolio Manager, Research Director

Molly has been to over 20 national parks.

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Molly Grimes Welch, CFP®

Financial Advisor

Abby has a pet bearded dragon and a turtle.

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Abigail Witherell

Client Service Associate

Emily is a CFP® and loves to travel.

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Emily Grimes Wood, CFP®

Principal, Vice President

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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

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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