MEET OUR TEAM

Paul Moriarty

CLU®

FINANCIAL ADVISOR

Jay Moriarty

CFP®,CPA, CLU®, ChFC®

FINANCIAL ADVISOR

Chris Kenney

FINANCIAL ADVISOR

James Hayward

CLTC®

FINANCIAL ADVISOR

Anthony Melo

FINANCIAL ADVISOR

Jarrod Oberg

FINANCIAL ADVISOR

Leandra Monteiro
LSA

OPERATIONS MANAGER

Hanna Lutz

CLIENT SERVICE ASSOCIATE

Katelyn Stephens

CLIENT SERVICE ASSOCIATE

Custom Divider

WORK WITH US

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OUR LOCATION

400 Tradecenter Drive, Suite 5900
Woburn, MA 01801