John F. Vieira

Managing Director

With over 20 years of finance experience, John is skilled at developing…

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Bryan P. Landadio

Managing Director

Bryan Landadio is a Certified Financial Planner (CFP) and Certified Senior…

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Patrick Nolan

Managing Director

Pat has nearly 25 years of Financial Planning experience working with top…

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Maryanne Mitchell

Senior Vice President Financial Planning

Maryanne has worked in the financial services field for over 25 years.  She has provided…

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Ben Ostrove

Senior Vice President Financial Planning

Ben Ostrove has been helping families reach their…

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Michael Kirkland

Vice President Financial Planning

Mike has extensive experience in tax planning compensation & benefits,…

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Daniel Field

Associate Vice President Financial Planning

Daniel J. Field is a Certified Financial Planner (CFP®) with nearly ten years…

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Justin Forik

Relationship Manager

Jeanie Gallucci

Senior Administrator

Tammy Leader

Operations Manager

Nicholas Lopes

Relationship Manager