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

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


Conor Moran

Marketing Content Administrator

Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️

Want to learn more about Asset Strategy services?
Reach out to our team for a free consultation or informational meeting.


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