Westborough is our main location. The team comprises of...

Team Members:

• Jonathan Albano, CFP® - Partner, Financial Planner
• Lisa Alden - OSJ Branch Manager
• Andrew Bonetti, CFP®, MBA - Financial Consultant
• David Borden - Managing Partner, Financial Consultant
• Kristin Branchaud - Client Service Specialist
• Christa Daniels - Operations Manager
• Danielle Drew, CFP®, CSLP® - Financial Planner
• Jared Evangelous, AIF®, CRPC® - Retirement Consultant
• Eric Fernandes, CIMA®- Investment Associate
• Crystal Giannoulis - Client Services Specialist
• Andrew Girouard - Investment Assistant
• Justin Giuliano, CFP® - Financial Consultant
• Shiqi (Chloe) Gu, CFA - Investment Analyst
• Amanda Hancock, CFP® CLU® FPQP - Financial Planner
• Will Heines - Retirement Consultant
• Amanda Hopkins, MBA - Partner, Chief Operating Officer
• Katie-Lee Kallin - Client Service Specialist
• Brian Kennedy, CFP® - Financial Planner
• Jonathan Lilja, ESQ., CFP® - Financial Planner
• John Maher, CFA - Partner, Chief Investment Officer
• Rich Moore Jr., CPFA, C(k)P®, AIF® - Partner, Retirement Consultant
• Vincenzo Palmerino, CFP® - Financial Consultant
• Mark Palmerino, AIF® - Partner, Financial Consultant
• Michael Rousseau, CFP® - Partner, Financial Consultant
• Lyndsy Skiest, FPQP® - Client Service Specialist
• Amanda Stroud - Client Service Specialist
• Jessy Torres - Client Service Manager