Experience Makes all the difference
As a team, we leverage our disciplined approach, experience and tenure to help make a real impact on our client' lives. With the experience to help manage your complex financial needs and a commitment to engage each generation of your family, we offer thoughtful advice dedicated to pursing you independence and helping to achieve your goals.
Seven of our financial advisors are Senior Portfolio Managers, five hold the Certified Financial Planner™ professional designation, two have the Chartered Financial Analyst® designation, others include two Certified Exit Planning Advisors™, two Certified Investment Management Analysts™, a Chartered Retirement Planning Counselor™ , a Certified Portfolio Manager® , a certified Private Wealth Advisor®, and a Chartered Retirement Plans Specialist (CRPS®) and two NMLS Mortgage Loan Originators.
Our team of 27 financial professionals include:
Partners
Claire Adams | Robert Donovan | Joseph Drier |
Portfolio Management Team
Dan Ambrefe | Larry DePaulis | Sally Stone |
Financial Planning Team
Catherine Godfrey | Shannon Mikus | Meghan Walsh |
Client Relationship Team
Jamie Connelly | Amanda Corry | Rhonda Cunneen |
Claire A. Adams, CFP®
Daniel Robert Ambrefe, CFA®, CFP®
Lawrence F. DePaulis, CFA®
Joseph P. Drier III, CEPA®, CFP®, CPWA®
Nancy M. Ham, FPQP
Brendon C. Hutchins
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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413-785-4934
Barry S. Kingston
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
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781-446-8912
Shannon Mikus, CFP®
Michael J. Murphy
Paul D. Sapiro, CEPA
Timothy W. Seeger
Senior Vice President - Wealth Management
Financial Advisor
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610-832-3022
Russell R. Smith
Sally F. Stone, CPM®
Paula B. Connell, CFP®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
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270-441-8407