Alicia Chiamulera, CFP®
Wealth Advisor
James Bossieux, MBA, CFP®
Wealth Advisor
Jessica Kreger, CFP®
Wealth Advisor
John Wilson, CFP®
Wealth Advisor
Karen Zaramba, CFP®
Sr. Wealth Advisor
Katy Carr, FPQP™
Wealth Advisor
Lena Wyand, CFP®
Sr. Wealth Advisor
Samuel Reid, CFP®, JD
Sr. Wealth Advisor
Sarah Serling, J.D., CFP®
Sr, Wealth Advisor, Regional Vice President, Women and Wealth
Emma Bean, CFP®
Principal
Cathy Towle
Relationship Manager
Chase Rosa
Relationship Manager
Renee Hickey
Relationship Manager
Sue Ross-Wentworth
Relationship Manager

