Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Financial Advisors

Robert Avey

Anthony  Diregolo

Peter  Evans

Jason Heise

David Hill

Jovin Jackson

John D. Lee, CFP®

Tom O'Brien

Robert Ostenberg

Aaron Peabody

Greg Rivers

Andy Roberson,  CFP®

Justin Skelton

Bob Stafford, CFP®, CLU® 

Jeff Sugimoto

Joseph D. Winslow

Administration

Paula Aquino 

Martha Avey 

Cara Banchero 

Matthew Bond 

Neil Fluken 

Amanda Henchcliffe 

Jerald Henderson 

Matthew Makowski

Liz Ostenberg 

Janine Ramirez

Michael A. Schmitz 

Leann Yazzolino

Veronica Yoon