
Laura Combs, CFP®, MBA
Executive Managing Director

Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director

Brittany Rice, CFP®, CDFA®
Sr. Wealth Advisor

Christopher S. Murphy, CFP®
Wealth Advisor

Chuck Breuch, CFP®
Sr. Wealth Advisor

John Freemire, CFP ®
Wealth Advisor

Joshua Fremit, CFP®
Wealth Advisor

Logan Donovan, CFP®
Wealth Advisor

Renée Pichette, CFP®
Sr. Wealth Advisor

Sandra Laskowski, CFP®
Wealth Advisor

W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director

William Sands, CFP®
Wealth Advisor

Kristen Comeau
Regional Vice President

Eric Sirjord
Regional Vice President

Mckenna Wieser
Regional Vice President

Jacques Jagr
Sr. Client Development Associate

Amber Adams
Manager, Client Service

Barbara Barreca
Client Service Specialist

Isabel Brewster
Client Service Specialist