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
Robin Urciuoli, CFP®, CPA
Senior Client Relationship Manager
Patrick Hanlon, CFP®
Certified Financial Planner®
Bruce Goodman, AIF®
Financial Advisor
Kate Wear
Client Service Associate
Sally Moulton
Jack Freedman