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
