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 Investment Research
Partner
Dennis Chandler
Chief Operating Officer
William “Bill” O’Neill AIF®️
Business Operations Manager
Financial Consultant
Bruce W. Hardy MBA
Director of Private Asset Management
Senior Consultant
David C. O’Brien CFP®️, CAIA®️
Senior Consultant
William Mahony JD, CPA
Director of Estate Planning
Senior Consultant
Rick Racine AIF, PPC
Senior Consultant
Rochelle Gouger, MSA, CPA
Business Development
Gregory P Killilea
Financial Consultant
Insurance Manager
Peter Doherty
Financial Consultant
Michele Sullivan
Accounting
Veronica Martins
Digital Marketing Specialist
