Meet The Team

Douglas Eaton, Accredited Investment Fiduciary®, CDFA®

Principal, Chief Investment Officer

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Richard DuPuis, CFP®

Chief Investment Strategist

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Steven Z. Newman

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Sharon Goldberg

Chief Operating Officer

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Jacki Ferreira

Director, Financial Planning/Corporate Retirement Plans

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Michele Anthony

Director of Operations

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Susan Town

Compliance Audit and Billing Manager

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