
Laura Combs, CFP®, MBA
Executive Managing Director

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Sr. Wealth Advisor

Maeve Lehman, CFP®
Wealth Advisor

Kristen Comeau
Regional Vice President

Douglas Gilbert
Sr. Vice President
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.
Executive Managing Director
Sr. Wealth Advisor
Wealth Advisor
Regional Vice President
Sr. Vice President