Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Chris Bagileo
Associate
Carrie Barlow
Jessica Marshall, FPQP
Senior Associate
Patrick Murray, CFP®, CFA
Partner
Marshall Serwitz
Robert J. Sullivan, CFP®
Amy Suri
Howard Sussman, CFP®, JD
Principal
Cynthia Venturelli, FPQP
Dustan Zavatsky
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Walker Phillips
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