We are a team of professionals with over 50 years of combined financial services experience. Our team is built around a succession plan providing continuity for generations of clients to come.

Jenna Roundell, CIM, CFP

Portfolio Manager & Wealth Advisor

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Scott Goodridge, CFP

Associate Wealth Advisor

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Sergiu Luchian, CIM, CFP

Associate Investment Advisor

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Benjamin Lidzbarski

Wealth Associate

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Laura Argument

Administrative Assistant

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