CELEBRATING OVER 40 YEARS OF FINANCIAL MANAGEMENT

Meet Our Team

The cumulative life experience of our team members has proven to be a major asset of our firm. Because we have such unique backgrounds, as well as a wide network of contacts, we are able to help our clients when “outside the box” thinking is necessary.

Mark Rylance, CFP®
Mark Rylance, CFP®
Financial Advisor
Lynne Behunin
Lynne Behunin
Operations Manager
Jon Theriault, MBA, CKA®, CFP®
Jon Theriault, MBA, CKA®, CFP®
Financial Advisor
Daniel Sexton, CFP®
Daniel Sexton, CFP®
Financial Advisor
Ashley Bleckner, MA, CFP®
Ashley Bleckner, MA, CFP®
Financial Advisor
Terry Zertuche
Terry Zertuche
Client Service Manager
Patrick Stark, CFP®
Patrick Stark, CFP®
Financial Advisor
Doug Jankowski
Doug Jankowski
Director of Trading and Account Management

With an appreciation for the fact that every financial situation is different, our advisors work as a team and take the time necessary to look at each client’s unique and often complex circumstances – not just their brokerage accounts – to make sure we understand the big picture.