
Laura Combs, CFP®, MBA
Executive Managing Director

Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director

Brittany Rice, CFP®
Sr. Wealth Advisor

Cameron Willcox, CFP®, EA
Wealth Advisor

Christopher S. Murphy, CFP®
Wealth Advisor

Chuck Breuch, CFP®
Sr. Wealth Advisor

Emily Messegee, CFP®
Wealth Advisor, Sr. Director

John Freemire, CFP ®
Wealth Advisor

Joshua Fremit, CFP®
Wealth Advisor

Logan Donovan, CFP®
Wealth Advisor

Maeve Lehman, CFP®
Wealth Advisor

Renée Pichette, CFP®
Wealth Advisor

Sandra Laskowski, CFP®
Wealth Advisor

W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director

Kristen Comeau
Regional Vice President

Eric Sirjord
Regional Vice President

Jacques Jagr
Regional Sales Associate

William Sands, CFP®
Financial Planner

Amber Adams
Manager, Client Service

Barbara Barreca
Client Service Specialist