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Our Team

Investment Management
Financial Planning
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Mary is a self-described "geek of all things dealing with IT and IoT!"

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Mary Le

IT Generalist

Greg completed 3 half marathons in 2025, and will be completing 3 more in 2026.

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Greg Lee, MBA

Regional Director

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

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Jordan A. Letendre, CFP®

Financial Advisor

Matt has been giving haircuts since Covid!

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Matthew Licata

Financial Planning Associate

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

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

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Cheryl A. McNally

Data Analyst

Pat is a CFP®, and enjoys playing golf and spending time with family.

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Pat Melvin, CFP®

Financial Advisor

Jennifer is a CFP® who loves to travel.

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Jennifer A. Moran, CFP®, AEP®

Financial Advisor

Matt is an avid collector of sports memorabilia.

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Matt Morse, CFA

Chief Investment Officer

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

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

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Jack Prendergast

Portfolio Operations Associate

Tracy plans to read 52 books this year.

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Tracy Ramsey

Client Service Manager

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
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Latest News & Insights

04.24.26  |  Bridge the Gaps

On Your Terms: Working Effectively with a Financial Advisor

By Melissa Henderson, MBA, CFP®

04.16.26  |  Bridge the Gaps

The Confidence Gap: Crafting Your Financial Future

By Karen Kelly, CFP®, RICP®

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