Meet Our Team
Meet Our Advisors
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David J. Kaufman, CFP®, ChFC®
CEO & Founder
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John P. (Jay) Sawyer III, CFP®
Executive Vice President
Chief Compliance Officer -
Erik L. Jefferson, CFA, CAIA, CWS
Chief Investment Officer
338 Washington St. #2
Canton MA, 02021 -
Marc Pagliocca
Director of Operations
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Michael Sanchez, CRPC®
Chief Market Technician & Head Trader
2121 Lohman's Crossing Rd, Ste 504-178
Lakeway, TX 78734 -
Timothy P. Higgins, CFP®, ChFC®
Director of Advisory Services
200 Friberg Parkway
Suite 3001
Westborough, MA 01581 -
Brian J. Griffith, CFP®
Private Wealth Advisor
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Lee Pappas
Private Wealth Advisor
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Philip J. Mathey, MBA
Private Wealth Advisor
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Richard B. Anderson, JD
Financial Advisor
42 Main Street
Walpole, NH 03608 -
Barbara Maitland
Private Wealth Advisor
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Mark Maitland
Private Wealth Advisor
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Sieglinde Aigner-Crooks, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional
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Daniel F. Moran, CFP®
Financial Advisor
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Dwayne A. Hall, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
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Michael Krasco
Private Wealth Advisor
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James F. Pierotti, MBA
Private Wealth Advisor
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J. Stacy Jones, CRPC®
Investment Manager
350 Gifford St, Suite W-22
Falmouth, MA 02540 -
Alan A. Fatemi, CRPC®
Financial Advisor
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Christopher M. Sheehan, JD, CFP®
Financial Advisor
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Steven B. Bruce, MBA, CRPC®
Investment Advisor Representative
15 Caswell Ln, 2nd Fl.
Plymouth, MA 02360 -
Quentin W. Climer, CRPC®
Investment Advisor Representative
15 Caswell Ln, 2nd Fl.
Plymouth, MA 02360 -
Mitch Avery, CPA®
Wealth Advisor
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Gregory J. Prayzner
Wealth Advisor
656 Main Street
Somers, CT 06071 -
Bryan M. Gravel
Private Wealth Advisor
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Brendan M. Lammers, ChFC®, CLTC®
Financial Advisor
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Kimberly A. Kelly
Financial Advisor
769 Plain St Ste L
Marshfield, MA 02050 -
Jason Taylor
Financial Advisor
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Nancy G. Andrew
Private Wealth Advisor
428 Lafayette Road
Hampton, NH 03842 -
Walter H. Riester, Jr. MBA, CFP®
Private Wealth Advisor
346 Commercial St.
Boston, MA 02109 -
Carleton W. Crockett
Financial Advisor
349 Main St., 2nd Fl.
Hyannis, MA 02601 -
John E. Welch, CIMA®
Financial Advisor
769 Plain St., Suite L
Marshfield, MA 02050
Meet Our Affiliates
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FENTON FINANCIAL GROUP
John Fenton, CFP®31 Hayward Street
2nd Floor
Franklin, MA 02038 -
WAYNE J. BRADLEY Wayne J. Bradley, CFP®, MS
288 Littleton Road
Suite 6
Westford, MA 01886 -
PARKER WEALTH MANAGEMENT
Dan Parker, MBA2 Electronics Avenue
Suite 34
Danvers, MA 01923 -
THORNE FINANCIAL PARTNERS
Robert M. Thorne, CRPC®100 Independence Drive
Ste 7-707
Hyannis, MA 02601 -
LAURENZ FINANCIAL
Rod Laurenz, MBA424 Broadway
Somerville, MA 02145 -
PARADIGM PRIVATE WEALTH
Jason R. Duguay, CFP®165 Main Street
Suite 210
Medway, MA 02053 -
ANDREASEN FINANCIAL
Irina V. Andreasen, CFP®, MBA, LUTCF®1 Merrill Industrial Dr
Ste 7
Hampton, NH 03842 -
SHEVLIN WEALTH MANAGEMENT
Mark W. Shevlin66 North Church Lane
Queensbury, NY 12804 -
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
Russ Kefauver, AWMA®, CRPC®1020 William Blount Drive
Maryville, TN 37801 -
CONCIERGE WEALTH MANAGEMENT
Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®346 Commercial Street
Boston, MA 02109 -
FIELDSTONE WEALTH MANAGEMENT
Scott M. Mondeau, CFF410 Laurel Street
Bridgewater, MA 02324
MUNROE MORROW WEALTH MANAGEMENT
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Matthew A. Morrow
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Greg Munroe, CFP®
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Boston Office:
346 Commercial Street Boston, MA 02109
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Jonathan E. Coughlin
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Cape Cod Office:
411 Main Street Yarmouthport, MA 02675
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Kyle D. Hurley, CPA
SHEPARD FINANCIAL
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Thomas O. Shepard, CFP®, APMA
701 US Route 1
Suite 4
Yarmouth, ME 04096 -
Nate Waller
Director of Operations
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Tim Wyand, CSRIC®
701 US Route 1
Suite 4
Yarmouth, ME 04096
TRESTLEBRIDGE CAPITAL
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Erik L. Jefferson, CFA, CAIA, CWS
346 Commercial St.
Boston, MA, 02109 -
Michael Sanchez, CRPC®
2121 Lohman's Crossing Rd.Suite 504-178Lakeway TX, 78734
CHARTHOUSE CAPITAL
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Jesse P. Bessett, CFP®
24 Shipyard Drive
Suite 201
Hingham, MA 02043 -
Edward J. Marinucci, CIMA®
24 Shipyard Drive
Suite 201
Hingham, MA 02043 -
Thomas M. Williams, CFP®, CRPC®
24 Shipyard Drive
Suite 201
Hingham, MA 02043
NORTHERN PEAK FINANCIAL
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Kevin M. Smith, CFP®
867 Turnpike St., Ste. 216
North Andover, MA 01845 -
Adam M. Hogue, MBA, CFP®
867 Turnpike St., Ste 216
North Andover, MA 01845 -
Adam W. Bateman
867 Turnpike St. Ste. 216
North Andover, MA 01845
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Joshua J. Topp, ChFC®
867 Turnpike St. Ste. 216
North Andover, MA 01845