Associates

 
  • Elizabeth

    Elizabeth "Li" Connolly, CPA

  • Melanie Colusci CFP®, AEP®

    Melanie Colusci CFP®, AEP®

  • Bob Corcoran

    Bob Corcoran

    Financial Advisor

  • Elizabeth Carlson

    Elizabeth Carlson

    Financial Advisor

  • Jackie Bauer

    Jackie Bauer

    Client Support Specialist

  • Rachel Shields

    Rachel Shields

    Administrative Assistant