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
Jon Theriault, MBA, CKA®, CFP®
Jon Theriault, MBA, CKA®, CFP®
Financial Advisor
Daniel Sexton, CFP®
Daniel Sexton, CFP®
Financial Advisor
Patrick Stark, CFP®
Patrick Stark, CFP®
Financial Advisor
Lynne Behunin
Lynne Behunin
Operations Manager
Doug Jankowski
Doug Jankowski
Director of Trading and Account Management
Hanna Kaufman
Hanna Kaufman
Associate Advisor
Terry Zertuche
Terry Zertuche
Client Service Manager

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.