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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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Leah McCormack, CFP®, RICP®

Wealth Advisor I

Boston – West

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Liz Yunker, CFP®

Wealth Advisor

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Logan L. Baker, JD, LL.M., MBA

Lead, Sr. Wealth Strategist

Lorenzo Riley, CFP®, CIMA®, CPWA®

Wealth Advisor, Director

Woodland Hills, LA-Century City, Santa Barbara

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Lorraine Eugenio image

Lorraine Eugenio, CFP®

Wealth Advisor

Luc Ceci

Luc Ceci, CFP®, EA

Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Omaha, Peabody, Nashua

Marcus Cooper

Wealth Advisor

Mariana Battista, CFP®

Sr. Wealth Advisor

Marissa Nece

Wealth Advisor

Mark Cunningham, CFP®, CDFA®

Sr. Wealth Advisor

Mark De Gregorio

Mark De Gregorio

Wealth Advisor

Ericson photo

Mark Ericson

Sr. Wealth Advisor

Mark Eshman

Mark Eshman

Director of Endowments and Foundations Group, Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Martin-Aspin

Martin Aspin, CFP®, AIF®, CWS®

Wealth Advisor

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