Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Dustin C. Stiefel
Sr. Wealth Advisor
Jared Harrington, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Matthew Loughren
Wealth Advisor
Samuel Hussein
Wealth Advisor
Vince Hawkins
Sr. Wealth Advisor
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Cindy Biernbaum
Financial Planner
Danielle Frazier, CFP®
Sr. Manager, Client Service
Melissa Cleghorn
Client Service Specialist

