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.   Marketing Associate

Tyrone Rose Jr.
Marketing Associate

   Mark C. Griffith   Director of Retirement Programs, Senior Consultant CPC, AIFA®

Mark C. Griffith
Director of Retirement Programs, Senior Consultant
CPC, AIFA®

   Rochelle M. Gouger   Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA

   Bobby Jones   Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®