Your Team

Your team

We will be your team of trusted, competent advisors to help you better understand and work through the complexities of wealth matters so you can make informed decisions that benefit you and your family.

Stephen Brophy

Senior Wealth Manager

CFP^®, CPA*, ChFC^®, PFS, MSFP

Brian Grodman

Senior Wealth Manager

CFP^®, ChFC^®, CLU^®

James Brophy

Wealth Manager

CFP^®, CRPC^®, CLU^®

Luke Trotochaud

Wealth Manager

CFP^®, CRPC^®

Michael Guarini

Wealth Manager

CFP^®, CRPC^®

Brett Labrie

Client Relationship Manager

Giovanni Baczynski

Client Relationship Manager

Maureen Haas

Client Experience Manager

Elizabeth Salzberg

Business Operations Manager

Sarah Nobert

Business Development Executive