Our Team
Helping You Create, Manage, Protect, & Distribute Wealth®️️
Kent Fitzpatrick AIFA®️, GFS®️, CBFA
Managing Director
Sean Whalen CFP®️, MSF
Director of Private Wealth
Partner – Senior Consultant
Rosario Salamone MAFM, CIMA®️
Director of Research
Partner
Dennis Chandler
Chief Operating Officer
William “Bill” O’Neill AIF®️
Business Operations Manager
Financial Consultant
John Gentry AIF®️, CFP®️, CEBS®️, CKP®️
Director of Retirement
Senior Consultant
David C. O’Brien CFP®️, CAIA®️
Senior Consultant
Bruce W. Hardy MBA
Director of Private Asset Management
Senior Consultant
Russell Swinton
Financial Consultant
William Mahony JD, CPA
Director of Estate Planning
Senior Consultant
Rick Racine AIF, PPC
Senior Consultant
Ernharth, Johannes, AIFA
Senior Consultant
Conor Moran
Marketing Content Administrator
Veronica Martins
Marketing Associate
Gregory P Killilea
Financial Consultant
Michele Sullivan
Accounting
Josephine Sofia
Client Service Administrator
Joseph W. Middleton
Director of Sports & Entertainment
Rochelle Gouger, MSA, CPA
Business Development
