Our Advisors put their 100 years of combined industry experience to work for you.

 

Christine Byrne

Christine Byrne MBA, CRPS®

Partner & Wealth Advisor

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Sarah Halpin

Sarah Halpin CFP®

Partner & Wealth Advisor

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Jack Zinn

Jack Zinn AIF®, AAMS®

Partner & Wealth Advisor

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Sophie Halpin

Sophie Halpin CSRIC

Financial Advisor

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Joel Ouellette

Joel Ouellette

Financial Advisor

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Sheila Menair

Sheila Menair CDFA®

Wealth Advisor

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John Zinn

John Zinn AAMS®, CRPC®

Financial Advisor

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Mary Beth Brown

Mary Beth Brown

Client Service Administrator

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Lexi Scott

Lexi Scott FPQP®

Client Service Administrator

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Isabelle Barton

Isabelle Barton

Administrative Associate, Internal Operations

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Laura Gebhart

Laura Gebhart

Client Relationship Manager

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