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.

Let’s talk

Search results for:

Northeast: New England

Clear All Filters

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Jackie Steczkowski

Regional Sales Associate

Westport

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Jacob Cedor

Financial Planner

Woodbridge

Matthew Kelley, CFP®

Financial Planner

Boston – West

Michael Malloy

Financial Planner

Westport, Old Lyme, Woodbridge

Austin Litvak, CFA, CFP®, CAIA®, CBE®

Director, Investment Research

Boston – West

Joel Sciabarrasi

Product Manager, Investment Platform

Boston – West

Lily Zhang

Tax Associate

Boston – West

Naphtalie Germain

Sr. Tax Associate

Woodbridge

Jimmy Zhao, CFA®

Chief Corporate Development Officer

Boston – West

Ready to get started?

Let’s Talk

Explore More

Retirement

Connecting the Dots on Your Retirement Plan

August 28, 2026

Retirement

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

August 26, 2026

Work & Business

Beyond Business Growth: Wealth Planning for Women Founders

August 19, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7