SPENCER BETTS, BS, CFP®
Financial Advisor
ANDREW BETTS, MBA, CFP®
Financial Advisor
DOROTHY I. BICKLING, ED.D., CFP®
Financial Advisor
Peter Deschenes
Technology Manager
Patricia Dolan
Marketing Director
Christopher Draves
Technology Analyst
Ann Graziani
Operations Manager
Audrey Keohane
Financial Planning Analyst
Robin Urciuoli
Senior Client Relationship Manager
Patrick Hanlon
Certified Financial Planner®
Bruce Goodman, AIF®
Financial Advisor
Kate Van Wely
