Our Team

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

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

   William B. Reeve   Director of Financial Planning MBA, EA, CFA, CFP®

William B. Reeve
Director of Financial Planning
MBA, EA, CFA, CFP®

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

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

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

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

    R     ick R. Racine   Senior Consultant AIF, PPC

Rick R. Racine
Senior Consultant
AIF, PPC

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

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

   Rosario S. Salamone   Research Analyst MAFM, CIMA®

Rosario S. Salamone
Research Analyst
MAFM, CIMA®

   Bobby Jones   Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®

   Carter N. Thallon   Director of Marketing & Communications

Carter N. Thallon
Director of Marketing & Communications

 
   Rochelle M. Gouger   Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA