Charlie Massimo

Senior Vice President, Financial Advisor

CFP®, CDFA®

Peter Anastasian

Senior Vice President, Financial Advisor

CFP®

Scott Brown

Financial Advisor

CFP®

Diane Peters

Senior Client Service Associate

Donna Herrera

Senior Client Service Associate

Stephanie DeCarlo

Senior Client Service Associate

Cooper Czajka

Client Service Associate

Kaitlyn Doukas

Client Service Associate

Alex Benesowitz