Our Team

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8 team members found

Office Location
Job Function

Kristen Madden, CMFCยฎ

Principal, Managing Director of Client Experience, Managing Director of New Hampshire, Private Client Advisor

Greg Evans, CEP, CFPยฎ

Principal, Private Client Advisor

Landon Fritch, CFPยฎ

Principal, Private Client Advisor

Thomas Goodwin, CFPยฎ, EA, GFP Fellow

Principal, Private Client Advisor

Susan MacMichael John, CFPยฎ

Principal, Private Client Advisor

Valerie Brown, FPQPยฎ, CFEdยฎ

Client Account Administrator, Paraplanner

Jennifer Murphy

Client Account Administrator

Susan Zelek

Administrative Assistant