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 fieldfor 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 financial goals for nearly…

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Michael Kirkland

Senior Vice President Financial Planning

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

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Justin Forik

Vice President Financial Planning

Justin serves as a trusted member of our advisory team,
working closely with …

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Kristin Sanguino

Senior Vice President Financial Planning

Kristin is a Certified Financial Planner with over 20 years of comprehensive financial…

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Jeanie Gallucci

Client Service Manager

Tammy Leader

Operations Manager

Nicholas Lopes

Relationship Manager

Karen Dlouhy

Senior Administrator

Zach Sisko

Relationship Manager

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