Our Team
CFP®, CEPA®
Managing Partner & Financial Advisor
CFP®, RICP®
Managing Partner & Financial Advisor
AIF®
Financial Advisor
Financial Advisor
Financial Advisor
Sharon Bardfield
Director of Retirement Plan Operations
Gabrielle Tarantino
Director of New Business & Client Service
Patrice Jackson-Henley
Client Services Specialist
Rhonda Lockwood
Client Engagement Specialist
Haley Pavao
Senior Client Services Specialist