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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Tarek McAlee, CFP®

Sr. Wealth Advisor

Taylor Embury, CFP®

Wealth Advisor

Tess Bradshaw

Associate Wealth Advisor

New York, Melville

Thomas J Britt

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

Sr. Wealth Advisor

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

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Tim Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Tim Moore, CFP®

Wealth Advisor

Timothy McNamara

Sr. Wealth Advisor

Timothy Pilczak

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West, Hingham

Todd Cesca, CRPC®, MPA

Sr. Wealth Advisor

Todd Norris, CFP®

Sr. Wealth Advisor

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Toni Hayakawa, CFP®

Associate Wealth Advisor

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

Tracy Jackson

Tracy O. Jackson, MS, CFP^®

Sr. Wealth Advisor, Director

Trey Ingram, CFP®, CAIA®, MBA

Wealth Advisor

Troy Thompson, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach

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