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
Digital Marketing Specialist

Gregory P Killilea
Financial Consultant

Michele Sullivan
Accounting

Josephine Sofia
Client Service Administrator
