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

John D. Gentry   Director of Retirement CFP®, AIF®

John D. Gentry
Director of Retirement
CFP®, AIF®

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

Rick R. Racine   Senior Consultant AIF, PPC

Rick R. Racine
Senior Consultant
AIF, PPC

Stephanie Cochran   Marketing Associate

Stephanie Cochran
Marketing Associate

Bobby Jones   Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®

Rochelle M. Gouger   Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA

Dillon Fitzpatrick   Sales Support

Dillon Fitzpatrick
Sales Support

Emily Kilpela   Communication Support

Emily Kilpela
Communication Support

Will Moore   Research Support

Will Moore
Research Support