Our Team

Investment Management

Financial Planning

Bridgett is always searching for the best ice cream spots.

Visit Bio

Bridgett M. Abbascia

Client Service Manager

Caroline plays seven instruments!

Visit Bio

Caroline Bailey

Client Service Associate

David is a CFP® and an enthusiastic cricketer.

Visit Bio

David Barlow, CFP^®

Financial Advisor

Jay is a CFP® and enthusiastic hiker.

Visit Bio

Jay Barrett, CFP^®, AIF^®

Financial Advisor

In her spare time, Christine enjoys home decorating and interior design.

Visit Bio

Christine Barry

Client Service Manager

K is actively involved in Veteran services and is a proud Blue Star Mother.

Visit Bio

Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Visit Bio

Joe Benoit, CFA

Portfolio Manager

William Bradford, a Pilgrim that came to Massachusetts in 1620 and who was the first Governor of the “Mass Bay Colonies" is one of Bill's ancestors!

Visit Bio

Bill Bradford, CRPC^®

Financial Advisor

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Visit Bio

Adam R. Cahoone

Client Service Manager

Tara loves watching the Boston Red Sox and has recently become a WNBA fan!

Visit Bio

Tara Carnazza

Client Service Manager

Adam is a Financial Advisor and family man.

Visit Bio

Adam Clark

Financial Advisor

Janelle is a CFP® and has a twin sister.

Visit Bio

Janelle L. Coulman, CFP^®

Financial Advisor

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

Visit Bio

Michael Davide

Chief Compliance Officer

Justin is a CFP®, father of three daughters, and talented musician.

Visit Bio

Justin C. Davis, CFP^®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

Visit Bio

Christopher S. Deeley, CFA

Financial Advisor

Sean is a CFP® and enjoys reading about history and finance.

Visit Bio

Sean Donovan, CFP^®

Financial Advisor

Load More People

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Learn More

Latest News & Insights

06.23.25 | Investment Management

War & Tariffs Knock at the Market’s Door (Video)

06.18.25 | Financial Literacy

Understanding Stocks 101

By Todd A. Herman, CFP®

Our Team

Our process: Part art. Part science. All about you.

Stay Connected

Newsletter Sign Up