Laura Combs, CFP®, MBA
Executive Managing Director
Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director
Brittany Rice, CFP®
Sr. Wealth Advisor
Cameron Willcox, CFP®, EA
Wealth Advisor
Christopher S. Murphy, CFP®
Wealth Advisor
Chuck Breuch, CFP®
Sr. Wealth Advisor
Emily Messegee, CFP®
Wealth Advisor, Sr. Director
John Freemire, CFP ®
Wealth Advisor
Joshua Fremit, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Maeve Lehman, CFP®
Wealth Advisor
Renée Pichette, CFP®
Wealth Advisor
Sandra Laskowski, CFP®
Wealth Advisor
W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director
Kristen Comeau
Regional Vice President
Eric Sirjord
Regional Vice President
Jacques Jagr
Regional Sales Associate
William Sands, CFP®
Financial Planner
Amber Adams
Manager, Client Service
Barbara Barreca
Client Service Specialist
