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Our Team

Investment Management

Financial Planning

Adam is a CFA, CFP® and constantly humbled golfer.

Adam R. Jacobs, CFA, CFP^®

Vice President

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

Karen Kelly, CFP^®

Financial Advisor

Patty is a CPA and loves to travel with family and friends.

Patty Lavoie, CPA

Financial Advisor

Jordan is a CFP®, dad, husband and fly fisherman.

Jordan A. Letendre, CFP^®

Financial Advisor

Mike has a history of running marathons and once completed the Lake Placid Ironman.

Michael Maguire, CFP^®, ChFC^®, RICP^®

Financial Advisor

Jennifer is a CFP® who loves to travel.

Jennifer A. Moran, CFP^®, AEP^®

Financial Advisor

Tim is a CFA® charterholder and CFP® practitioner who grew up in New Hampshire.

Timothy D. Rheaume, CFA, CFP^®

Financial Advisor

David is a CFP®, Crossfit® enthusiast and enjoys taking family trips to Walt Disney World.

David R. Roberts, CFP^®

Financial Advisor

Gordy is a CFP® who loves to cook and try new restaurants.

Gordon J. Thomas, CFP^®

Financial Advisor

Molly has been to over 20 national parks.

Molly Grimes Welch, CFP^®

Financial Advisor

Emily is a CFP® and loves to travel.

Emily Grimes Wood, CFP^®

Principal, Vice President

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

Latest News & Insights

04.16.25 | Investment Management

3/31/25 Outlook Theme #1: Stop and Go Tariffs
By Benjamin B. Wallace, CFA

04.16.25 | Investment Management

3/31/25 Outlook Theme #2: Bond Market Vigilantes Send a Message
By Benjamin B. Wallace, CFA

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