Meet your team
We're Hiring
Craig Cairns
President
Mary Lisa Sisson
Vice President,
Director of Client Service
Casey Ryan
Vice President,
Senior Wealth Manager
Emily Lambert, IACCP®
Vice President, Operations
and Chief Compliance Officer
Dylan Potter, CFP®
Vice President, Wealth Manager
Sarah Swan, CFP®
Vice President,
Wealth Manager
Brett Boyer, CFA
Equity Analyst
Michael Carrico, CFP®, CRPC®
Wealth Manager
Elizabeth Hutton
Portfolio Operations Manager
Eric Udvari, CFP®, AAMS®
Wealth Manager
Nancy Sutton
Senior Client Service Manager
John Trentacoste
Senior Fixed Income Analyst
Brian Lester, CFA
Director of Equities
Todd Artwell
Director of Fixed Income
Mary Grace Paoletti, CPA
Financial Planner
Greg Farrell
Vice President,
Senior Wealth Manager
Vince Carson, CPA
Financial Planner
Ryan Tomko, CFP®
Wealth Manager
Elizabeth Koch
Marketing Manager
Mark Thompson
Equity Analyst
Jordyn Adams-Dane
Client Service Associate
& Office Assistant
Daniel LaCrosse
Portfolio Operations Associate
Charity DiCola
Fixed Income Associate