Meet The Team

Douglas Eaton, Accredited Investment Fiduciary®, CDFA®

Principal, Vice-Chair, Market and Investment Strategy Committee

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Richard DuPuis, CFP®

Chair, Market and Investment Strategy Committee

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Sharon Goldberg

Chief Operating Officer

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Jacki Ferreira

First Vice President

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Michele Anthony

Director of Operations

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Mario Basilone

Wealth Advisor

 

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Lenny Tomson, CPA, CFP®

Wealth Advisor

 

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Domenick Mancini

Wealth Advisor

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Danielle Basilone

Wealth Advisor

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Tyler Boccia

Client Service Manager

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Adam Mentzer

Wealth Advisor

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Logan Harris

Wealth Advisor

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Susan Town

Compliance Audit and Billing Manager

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Elizabeth Eaton

Marketing Associate

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