As President & CEO, Richard has over 30 years of experience in the financial industry. Richard's primary responsibility is executive oversight. He's also held advisory positions with numerous corporate, institutional and non-profit organizations.

Laurie focuses on wealth planning & investment strategy. Prior to joining, she was the head wealth planner at Fidelity. Laurie has represented and advised various fortune 500 business accounts for the past 20 years.

Since 2004, Sarah has acted as Director of Technology. She is instrumental in all phases of planning, administering and maintaining our Information and Telecommunications systems. She provides common-sense solutions to associate IT issues, and acts as advocate when dealing with broker dealers and outside vendors.