Valerie Bartley

Marketing Manager

Brian Bruneau

Chief Operating Officer

Nelson Pereira CFP®

Managing Director – Wealth Management

Andrew J. Krone CPA, MBA

Managing Director – Wealth Management

John Ginn

Managing Director, Wealth Management

Philip Morrissey

Managing Director

Jeneé Peters

Managing Director, Wealth Management

Nancy Zehr | CTFA, Registered Representative

Sr. Registered Client Service Associate

Darla Cederberg | MBA, Registered Representative

Director of Client Services

Craig Price | CFP®, CTFA, CEO

Founding Partner