Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Planning Associate Caroline Daskalakis

Caroline Daskalakis

Financial Planning Associate

Photo of Financial Planning Analyst Lucy Burr

Lucy Burr

Financial Planning Analyst

Photo of Operations Associate June Fitzpatrick Kiely

June Fitzpatrick Kiely

CLF®

Operations Associate

Photo of Director of Operations Leah Menaul

Leah Menaul

CLF®

Director of Operations

Photo of Annie DeLello

Annie DeLello

Photo of Owen Bruno Bresnick

Owen Bruno Bresnick