MEET OUR TEAM

Paul Headshot

Paul Moriarty

CLU®

FINANCIAL ADVISOR

Jay Headshot

Jay Moriarty

CPA, CLU®, ChFC®

FINANCIAL ADVISOR

James Headshot

James Hayward

CLTC®

FINANCIAL ADVISOR

Chris Headshot

Chris Kenney

FINANCIAL ADVISOR

Leandra Headshot

Leandra Monteiro

OPERATIONS MANAGER

Hanna Headshot

Hanna Lutz

CLIENT SERVICE ASSOCIATE

Custom Divider

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OUR LOCATION

400 Tradecenter Drive, Suite 5900
Woburn, MA 01801