Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Kennebunk

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Jeffrey Troiano, CRPC®

Sr. Wealth Advisor

Todd Cesca, MPA, CRPC®

Sr. Wealth Advisor

Emma Bean, CFP®

Principal

Kennebunk, Portsmouth

Autumn Fraizer

Client Service Coordinator

Christine Cote

Christine Cote

Client Service Coordinator

Marny Swindell

Relationship Manager

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