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
Vice President,
Wealth Manager
Billy Cooper, CFP®
Senior Financial Planner
Elizabeth Perry
Portfolio Operations Manager
Eric Udvari, CFP®, AAMS®
Wealth Manager
Brett Boyer, CFA
Equity Analyst
Nancy Sutton
Senior Client Service Manager
John Trentacoste
Senior Fixed Income Analyst
Brian Lester, CFA
Director of Equities
Todd Artwell
Director of Fixed Income
Greg Farrell
Vice President,
Senior Wealth Manager
Karen Spinello
Receptionist,
Administrative Assistant
Charity Willett
Fixed Income Associate
Vince Carson, CPA
Financial Planner
Ryan Tomko, CFP®
Wealth Manager
Elizabeth Koch
Marketing Manager
Mark Thompson
Equity Analyst