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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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Christopher Miller

Wealth Advisor

Lake Placid

Kaila Kelleher, CFP®

Wealth Advisor

Lake Placid

Kevin Brady, CFA, CFP®

Sr. Wealth Advisor

Lake Placid

Lynn Magnus, CFP®

Sr. Wealth Advisor

Lake Placid

Galen Crane

Relationship Manager

Lake Placid

Mikayla Ploof

Relationship Manager

Lake Placid

Tyler Frank

Relationship Manager

Lake Placid

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

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Meet our Advisory Team

Search results for:

Christopher Miller

Kaila Kelleher, CFP®

Kevin Brady, CFA, CFP®

Lynn Magnus, CFP®

Galen Crane

Mikayla Ploof

Tyler Frank

Austin Minor

Ready to get started?

Explore More

What Are QLACs and Who Should Consider One?

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

What Financial Independence for Women Business Owners Really Means

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