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

Peter Doherty MBA, CEXP

Financial Consultant

Gregory p. Killilea

Financial Consultant
Insurance Manager

Tim Black

Tim Black

Senior Consultant
Director of Retirement

Rick Racine AIF, PPC

Senior Consultant

Kaelan Fitzpatrick CFP®

Financial Consultant

William Mahony JD, CPA

Director of Estate Planning
Senior Consultant

Rochelle Gouger, MSA, CPA

Business Development

Conor Moran

Marketing Content Administrator

Brandon Carr

Brandon Carr

Marketing Associate

Michele Sullivan

Accounting

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