Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Jesse Schenck, CFP®
Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Laura Thompson
Director, Regional Client Development
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Todd LaLuzerne, AAMS
Regional Vice President

