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Our Team

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

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Patty Lavoie, CPA

Financial Advisor

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

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Jordan A. Letendre, CFP®

Financial Advisor

Laurie is a Financial Paraplanner Qualified Professional™ and soap maker.

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Laurie D. Littlefield, FPQP™

Senior Client Service Manager

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

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Michael Maguire, CFP®, ChFC®, RICP®

Financial Advisor

Karen enjoys running and hiking with her Golden Retriever.

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Karen E. McAuliffe

Administrative Coordinator, Service Associate

Cheryl enjoys trips to the beach, playing cribbage and shooting trap.

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Cheryl A. McNally

Data Analyst

Jennifer is a CFP® who loves to travel.

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Jennifer A. Moran, CFP®, AEP®

Financial Advisor

Sarah is a 4th degree black belt in Krav Maga.

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Sarah M. Parzych

Client Service Manager

Maureen is a CFA Charterholder and fitness enthusiast.

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Maureen Pasciucco, CFA

Portfolio Operations Manager

Julie loves DIY home improvement projects and spending time with her family.

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Julie E. Payton

Compliance Associate

Brenda enjoys yoga and watching sports. She likes attending football games at The University of Alabama with her daughter.

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Brenda Phillips

Client Service Manager

Ashley is on the firm’s management team and enjoys tap dancing.

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Ashley A. Ransow

Business Operations Manager

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

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Timothy D. Rheaume, CFA, CFP®

Financial Advisor

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

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David R. Roberts, CFP®

Financial Advisor

Jae is CFA charterholder and devoted community volunteer.

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Jae Y. Song, CFA

Sr. Quantitative Research Manager

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

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Gordon J. Thomas, CFP®

Financial Advisor

Load More People
Load More People

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

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
Learn More

Latest News & Insights

11.15.24  |  Investment Management

Treasury’s Wild Ride
By Kevin T. Grimes, CFA, CFP®

11.15.24  |  Investment Management

RMI – Be Ready for the “Credit-Quake”
By Kevin T. Grimes, CFA, CFP®

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