Our Firm

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Peter Ashley
Vice President, Business Development

Joseph K. Bragdon
Vice President

Bob Breslin, CFP®
Vice President

Meaghan Burke
Senior Coordinator, New Business

David J. Carroll, MST
Principal, CEO

Kathleen_Corrigan Kathleen Corrigan
Manager, Portfolio Construction

Thomas A. Dee, Jr., MBA
Principal, CFO

Brigette B. DiNicola, CLU, CEBS, FALU, ChFC
Principal, Co-COO

Lauren J. DiNitto
Director, New Business

Cheryl A. Dyer
Senior Coordinator, New Business

Tracy B. Fitzsimmons, MBA
Principal, Co-COO

David W. Freeley, MBA
Principal, President

Bobby_Gallahue

Bobby Gallahue
Senior Analyst, Portfolio Construction

Amy_Giannini

Amy Giannini
Senior Executive Assistant, Sales & Marketing Operations

 John R. Gilmartin
Principal, CTO

Karrie Gorman
Senior Account Manager, Portfolio Administration

Joe Horn
Analyst, Portfolio Construction

Kia Jeffery
Senior Account Manager, Portfolio Administration

Joe Kawczenski
Managing Director, South Florida

Scott Lomes
CMO

Jeffrey M. Ostrum

Jeffrey M. Ostrum, CFP
Managing Principal, Palo Alto

Jenna Ragusa
Senior Account Manager, Portfolio Administration

Christina Terry
Senior Analyst, Portfolio Construction

 Emily Tristao
 Business Administrator 
Keith_Tobias

Keith A. Tobias, CPA
Managing Director, Los Angeles

Joel L. Turcotte
Director, Finance

David Valcourt, CFP
Vice President, Client Planning

Daniel Waintrup
Vice President, Business Development
Keith_Tobias

Melvin A. Warshaw, JD, LLM
Principal, General Counsel

Richard D. Worrell, JD, LLM
Principal