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Our Team

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

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Ashley A. Ransow

Chief Business Integration 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

Brendan is always on the lookout for the best hidden-gem restaurants wherever he travels.

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Brendan Shea, CFP®

Financial Advisor

Joey's family has season tickets for the Patriots and goes to a lot of games in the fall and winter.

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Joey Skowronek

Client Service Associate

Jae is CFA charterholder and devoted community volunteer.

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Jae Y. Song, CFA

Director of Data & AI

Maggie has visited Iceland 3 times (and counting).

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Maggie Theall

Marketing Coordinator

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

Director of Advisor Experience

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

Chief Market Strategist

Molly has been to over 20 national parks.

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Molly Grimes Welch, CFP®, CFA

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, Executive Vice President

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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