Leadership
Ron began his financial-services career more than 20 years ago on Wall Street, where he specialized in fixed-income solutions for high-net-worth investors. He is a CERTIFIED FINANCIAL PLANNER™ professional who founded and served as...
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Brian F. Donnelly began his financial services career in 2001. He specializes in and providing retirement income counseling to academic professionals, doctors and dentists. Brian works with individuals during the accumulation phase of...
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Bernadette M Strout, CFP® Bernie is a CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®, with a BA in Mathematics and Computer Science from the University of Massachusetts and over 30 years of business experience. The areas of...
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Eric has more than 20 years of experience in financial services. Eric began his career at Merrill Lynch and Bloomberg. He specializes in financial strategy development, cash flow analysis, protection analysis, asset allocation and investment management. ...
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