
Leadership Team

David Borden

Mark Palmerino, AIF®

Jonathan Albano, CFP®

Amanda Hopkins, MBA

Michael Rousseau, CFP®

Richard Moore Jr., CPFA, C(k)P®, AIF®

John Maher, CFA

Financial Consultants
Integration of all aspects of client finances | Portfolio Reviews | Annual Financial Plan Review

Dean M. Aita, CFP®

Jonathan Albano, CFP®

Andrew Bonetti, CFP®, MBA

David Borden

Laura Fedor Brunetti, CFP®

Justin Giuliano, CFP®

Brad Konopaske

Patrick Madison

Mark Palmerino, AIF®

Vincenzo Palmerino CFP®

Paul Paska

Zach Pidgeon

Michael Rousseau, CFP®

Brian Thomas

Steven Tillona

Johnny Woodruff

Christa Daniels

Amanda Hopkins, MBA

Jayadevi Singh

Eric Fernandes

Shiqi (Chloe) Gu, CFA

Drew Girouard

John Maher, CFA

Danielle Drew, CFP®, MBA

Amanda Hancock, CFP® CLU® FPQP

Brian Kennedy, CFP®

Jonathan Lilja, ESQ., CFP®

Susan Durkin

Tina Hallenbeck

Michael E. Callahan EA, CPC, FSPA, RMA®, CWS®

Richard Moore Jr., CPFA, C(k)P®, AIF®

Jared T. Evangelous, CRPC®

Crystal Giannoulis

Will Heines

Lisa Alden-Comeau

Jessica Loughnane

Kristin Branchaud

Lauren Roberts, FPQP®

Susan Dowling

Lyndsy Skiest, FPQP®

Katie-Lee Kallin

Jessy Torres
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