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 

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John P. Hannigan, CFP®

Wealth Advisor | Director of Financial Planning

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Theresa V. Donatelli

Senior Wealth Advisor

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Romaine A. Macomb, CFP®

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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Glenn Zavorskas

Wealth Advisor

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Louis J. Nistico, CFP®

Wealth Advisor

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Megan O’Marra Maruzo, MBA

Relationship Manager

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Michael J. Castiello, IACCP®

Chief Compliance Officer

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Alissa Amara, CDMP

Chief Operating Officer

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Andrew Cialek, CFP®

Director | Finance & Analysis

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Kyle Farrell

Analyst

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Kimberly A. LaFrenais

Director | Client Services

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Ellie Kasimir

Senior Client Service Manager | Retirement Plan Specialist

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Amy Lawler

Senior Client Service Manager

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Christopher J. Macca, AWMA®

Client Service Manager

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Sam Eberl

Client Service Manager

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Grace Pascale

Client Service Manager

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Denise Cote

Executive Assistant

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