For Investment Advice & Financial Planning
Joseph M. Barry, Jr. CFA
Founder/Investment Analyst & Wealth Advisor
Kate A. Alves CFP®
President & Wealth
Advisor
Advisor
Elizabeth M. Garvey CFP®, CDFA®
VP, Director of Financial Planning & Wealth Advisor
Whitney E. Holland CPA
Chief Operating Officer, Wealth Advisor
Beth L. Parker CFP®
Financial Planner & Wealth Advisor
Julia L. Fluegel FPQP®
Paraplanner
Andrew Straus
Wealth Advisor
Tyler C. Craig CFA
Financial Analyst & Portfolio Specialist
For Administrative Matters
Katherine F. Taylor MBA
Vice President, Director of Operations
Lauren E. Lennahan
Senior Marketing & Client Service Specialist
Samantha Bernardo
Client Service Manager
Janieva L. Gonsalez
Compliance Specialist