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

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Julina L. Ogilvie, CIMA® CPWA®

Partner
Wealth Advisor | Director of Business Development

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Katye Gemma, J.D., MBA, CTEP®

Managing Director

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John P. Hannigan, CFP® CDFA®

Wealth Advisor | Director of Financial Planning

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Theresa V. Donatelli

Senior Wealth Advisor

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Romaine A. Macomb, CFP®, AIF® 

Senior Wealth Advisor

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J Addison McAraw

Senior Wealth Advisor

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Colin M. Dugan, CFP®

Wealth Advisor

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Michael J. Castiello

Chief Compliance Officer

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Alissa Amara

Director | Operations 

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Megan O’Marra Maruzo, MBA

Relationship Manager

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Andrew Cialek, CFP®

Director | Finance & Analysis

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Denise Cote

Executive Assistant

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Martin J. Wollack

Operations Manager

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Kimberly A. LaFrenais

Director | Client Services

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Barbara Gambino

Executive Administrative Assistant

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Liz Drega

Senior Client Service Manager

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Amy Lawler

Senior Client Service Manager

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Ellie Kasimir

Senior Client Service Manager | Retirement Plan Specialist

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Christopher J. Macca, AWMA®

Client Service Manager

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