Advisors

Jeffrey H. White CFP®
Financial Advisor, Principal
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Carol Khouri CFP®, CDFA™, CeFT®
Financial Advisor, Principal
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Matthew A. Lasker CFP®
Financial Advisor, Principal
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Peter Frailey CFP®
Financial Advisor
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Debra McDonald CFP®
Financial Advisor
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Teo Ferreira CFP®
Financial Advisor
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Elizabeth W. Gustin CFP®
Director of Financial Planning
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Staff

Mark F. Greco
Chief Executive Officer
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Joseph Evangelista
Portfolio Manager
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Craig Bergstrom
Director of IT
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Andrew Busa
Portfolio Analyst
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Susan Hanna CeFT®
Client Relationship Administrator
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Gail Kenny
Client Relationship Administrator
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Carol Neal
Receptionist
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Carol Newman
Compliance Specialist
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Brenda Powers
Receptionist
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Jennifer Roberts
Marketing Manager
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Kara Sullivan
Corporate Accountant
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Sue Wilkinson
Office Manager
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Laura Wilson
Financial Planning Coordinator
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Deirdre Zaccagnini
Client Relationship Administrator
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Richard S. Hayes
Member, Board of Managers
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Arthur F. von der Linden, Jr.
Member, Board of Managers
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