Dave Kozlowski
CFP®, EA, AIF®
President
Ed Hoppe
CPA, PFS, CFP®, AIF®
Senior Vice President
Julie Waitman
AIF®, CSCP®, IACCP®
Senior Vice President,
Chief Compliance Officer
Will Lagos
CFP®, CHFC®, EA, AIF®
Senior Vice President
Mike Albano
CPA
Vice President
Rachel Meredith
EA
Vice President,
Director of Tax Services
Brian Welch
CFP®
Vice President,
Director of Client Services
Alana Hunt
Firm Administration & Technology Coordinator
Lisa Harris
Associate
Susan Cornett
CPA
Director of Human Resources
& Corporate Finance
Dawn Chenault
Billing Specialist
Theresa Sims
Associate
Michelle Orellana
CFP®
Financial Planner
Kristin Lindsay
CPA
Financial Planner
Alex Damm
Financial Planner
Sloan Chittenden
Financial Planner
Lindsey Kozlowski
Associate Financial Planner