Principle: a fundamental truth that frames the foundation of our beliefs and guides our behaviors.

What each of us has in common is a never-ending desire to improve ourselves and our company. It’s a unique culture that ensures you are supported by a team that strives to have a positive impact on our clients, our families, and our community.

Robert S. Paolucci, CFP®

Founder & CEO | Advisor

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Tricia Brady

Chief Operating Officer

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John P. Hannigan, CFP®

Managing Director | Advisor

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Kevin J. Looby, CFP®

Director of Financial Planning | Advisor

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Michael J. Castiello

Chief Compliance Officer

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Colin M. Dugan

Chief Relationship Officer

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Meg MacGregor

Director of Client Service

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Denise Cote

Client Service Specialist

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Nicole M. Armenia

Director of Strategic Analysis

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