Joshua Fremit, CFP®
Wealth Advisor
Julia Messineo, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Maeve Lehman, CFP®
Sr. Wealth Advisor
Michael G. Simmons, CFP®
Sr. Wealth Advisor
Michelle Sandt-Wade, CFP®
Sr. Wealth Advisor
Renée Pichette, CFP®, CES™
Sr. Wealth Advisor
Sarah Pham, CFP®, SE-AWMA®, CWS®, ChFC®, AAMS®, MBA
Wealth Advisor
Stephen L. West, CFP®, ChFC®, AIF®, CRPS®
Sr. Wealth Advisor
W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director
William Sands, CFP®
Wealth Advisor
Kristen Comeau
Regional Vice President
Andrew Thompson
Regional Vice President
David Goodman
Regional Vice President
Eric Sirjord
Regional Vice President
Mckenna Wieser, CFP®
Regional Vice President
William (Scott) Baber
Regional Vice President
Jacques Jagr
Sr. Client Development Associate
Tyler Schaefer
Manager, Client Development Associate
Charles Wetmore
Sr. Financial Planner

