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Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Associate

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

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Michael R. Keefe, CISSP

IT Manager

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

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Karen Kelly, CFP®

Financial Advisor

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

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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

01.07.25  |  Investment Management

Grimes IQ – Q4 2024
By Benjamin B. Wallace, CFA

12.06.24  |  Financial Planning

2025 Important Numbers

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