Our Team

Kent A. Fitzpatrick   Managing Director AIFA®, GFS®, CBFA

Kent A. Fitzpatrick
Managing Director
AIFA®, GFS®, CBFA

Sean D. Whalen   Director of Business Development, Financial Consultant CFP ®,  MSF

Sean D. Whalen
Director of Business Development, Financial Consultant
CFP®, MSF

William D. Mahony   Director of Estate Planning, Senior Consultant JD, CPA

William D. Mahony
Director of Estate Planning, Senior Consultant
JD, CPA

Rick R. Racine   Senior Consultant AIF, PPC

Rick R. Racine
Senior Consultant
AIF, PPC

Rosario S. Salamone   Director of Research MAFM, CIMA®

Rosario S. Salamone
Director of Research
MAFM, CIMA®

Tyrone Rose Jr.    Director of Communications

Tyrone Rose Jr.
Director of Communications

Rochelle M. Gouger   Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA

Bobby Jones   Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®

Stephanie Cochran   Marketing Associate

Stephanie Cochran
Marketing Associate