John F. Vieira
Managing Director
John has dedicated his entire career to the financial services industry…
Bryan P. Landadio
Managing Director
Bryan Landadio is a Certified Financial Planner
(CFP) and Certified Senior…
Patrick Nolan
Managing Director
Pat has nearly 25 years of Financial Planning
experience working with top…
Maryanne Mitchell
Senior Vice President Financial Planning
Maryanne has worked in the financial services fieldfor over 25 years. She has provided…
Ben Ostrove
Senior Vice President Financial Planning
Ben Ostrove has been helping families meet their financial goals for over…
Michael Kirkland
Senior Vice President Financial Planning
Mike has extensive experience in tax planning compensation & benefits,…
Justin Forik
Senior Vice President Financial Planning
Justin serves as a trusted member of our advisory team,
working closely with …
Corey Lorent
Senior Vice President Financial Planning
For more than 20 years, Corey had the privilege of helping senior executives at Fortune…
Nicholas Lopes
Vice President Financial Planning
Nicholas serves as a dedicated financial planner,
working closely with…
Kaitlyn Smith
Vice President Financial Planning
Kaitlyn believes the best financial plan begins with understanding the people it’s built for.
Tammy Leader
Operations Manager
Karen Dlouhy
Senior Administrator
Zach Sisko
Senior Financial Analyst
Jeanie Gallucci
Client Service Manager
Deborah Cooper
Client Service Manager
Sean Rave
Financial Analyst
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