Associates
-
Luke T. Sotir, JD
Managing Partner
Portsmouth, NH -
Matthew J. Sotir
Managing Partner
Portsmouth, NH -
Richard Webber
Partner
Hingham, MA -
Michael Franchella
Financial Professional
Wellesley, MA -
Christopher A. Flanders, MBA, MSFP, CFP®
Financial Planner
Buzzards Bay, MA -
Timothy Weaton
Financial Consultant
Wellesley, MA -
Patrick Geary
Financial Advisor
Portsmouth, NH -
Joshua A. Gould
Financial Advisor
Wellesley, MA -
James E. Gagne
Retirement Plan Specialist
Wellesley, MA -
James R. Corrente, CLU
Financial Advisor
Wellesley, MA -
Brad Aham, CFA, CFP®
Financial Planner
Portsmouth, NH -
Susan R. Barber, MBA, RICP®, FLMI
Retirement Planning Specialist
Hingham, MA -
Olga Briggs, CPA
Financial Advisor
Portsmouth, NH -
Kevin Brosmith
Head of Advisor Engagement and Growth
Wellesley, MA -
James Carroll, ChFC, CLU
Financial Advisor
Wellesley, MA -
Christian Crays
Financial Advisor
Wellesley, MA -
James T. Crosby, Jr.
Financial Professional
Wellesley, MA -
Michael Kalina
Financial Professional
Sudbury, MA -
Maureen Keough
Financial Professional
Wellesley, MA -
Adam R. Kroll
Financial Planner
Winhall, VT -
Katie McDonald
Financial Advisor
Portsmouth, NH -
Herb Moyer, RICP®
Financial Professional
Portsmouth, NH -
Craig Smith
Financial Advisor
Portsmouth, NH -
Lauren D. Toli
Financial Consultant
Wellesley, MA -
Poonam Walia, CFP®
Financial Professional
Worcester, MA -
Donna L. Walsh, MBA, CRPC
Financial Professional
Wellesley, MA -
Julie Kujawski, MBA
Relationship Coordinator
Wellesley, MA -
Jennifer Marshall
New Business Case Manager and Executive Assistant
Wellesley, MA -
Selina Avelar Paolucci
Senior Associate
Wellesley, MA
