Laura Combs, CFP®, MBA
Executive Managing Director
Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director
Brittany Rice, CFP®, CDFA®
Sr. 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®
Sr. Wealth Advisor
Renée Pichette, CFP®
Sr. Wealth Advisor
Sandra Laskowski, CFP®
Wealth Advisor
W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director
William Sands, CFP®
Wealth Advisor
Kristen Comeau
Regional Vice President
Eric Sirjord
Regional Vice President
Mckenna Wieser
Regional Vice President
Jacques Jagr
Regional Sales Associate
Amber Adams
Manager, Client Service
Barbara Barreca
Client Service Specialist

