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: Nashua

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Bennet Thonakkara, CFA®, CPA

Partner

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Thomas J Britt

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Aileen Deutermann - Operations Manager

Aileen Deutermann

Manager, Client Service

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Claudia Paluch

Claudia Paluch

Relationship Manager

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Monica Delsanto

Monica Delsanto

Relationship Manager

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

P Greene

Pamela Greene

Relationship Manager

West Hartford, Woodbridge, Old Lyme, Westport, Nashua, Peabody

Austin Minor

Austin Minor

Regional Vice President

Boston – West, Fairport, Nashua, Old Lyme, Peabody, West Hartford, Westport, Woodbridge, Hingham

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

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