MEET OUR TEAM

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Patrick McKallagat

CFP®, CLU®

FINANCIAL ADVISOR

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Jay Moriarty

CFP®, CPA, CLU®, ChFC®

FINANCIAL ADVISOR

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Paul Moriarty

CLU®

FINANCIAL ADVISOR

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Peter Morin

RICP®, CLTC®

FINANCIAL ADVISOR

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Libby Ariazi

ChFC®

FINANCIAL ADVISOR

James Headshot - updated

James Hayward

CLTC®

FINANCIAL ADVISOR

Chris Headshot - updated

Chris Kenney


FINANCIAL ADVISOR

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Connor Townsend

ChFC®, CLU®, CLTC®, FSCP®, LACP®, WMCP®

FINANCIAL ADVISOR

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Justin R. Golec

MBA

FINANCIAL ADVISOR

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Cherilyn Taylor


FINANCIAL ADVISOR

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Jarrod Oberg


FINANCIAL ADVISOR

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Michael Persons


FINANCIAL ADVISOR

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Anthony Melo


FINANCIAL ADVISOR

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Kendall Desplaines


EXECUTIVE BENEFITS COORDINATOR

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Darlene King


CLIENT SERVICE ASSOCIATE

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Hanna Lutz


CLIENT SERVICE ASSOCIATE

Leandra Headshot

Leandra Monteiro

LSA

OPERATIONS MANAGER

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Katelyn Stephens


CLIENT SERVICE ASSOCIATE

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WORK WITH US

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OUR LOCATION

400 Tradecenter Drive, Suite 5900
Woburn, MA 01801