Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Stephen R Bucknam

CFP®, CRPC

Private Wealth Advisor

Managing Director of Eleven22 Capital Partners
Learn more about Stephen R Bucknam Visit Stephen R Bucknam's website

Donald Masseur

CFP®, CFS®, CRPC

Financial Advisor

Managing Director of Eleven22 Capital Partners
Learn more about Donald Masseur Visit Donald Masseur's website

William F Slaney

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about William F Slaney Visit William F Slaney's website

Timothy McGraw

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Timothy McGraw Visit Timothy McGraw's website

Abbe Lassow

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Abbe Lassow Visit Abbe Lassow's website

Ian Anderson

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ian Anderson Visit Ian Anderson's website

Phillip Kennedy Esteban

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Phillip Kennedy Esteban Visit Phillip Kennedy Esteban's website


Our team

Karen S. Chretien

Karen S. Chretien

Associate Franchise Consultant

Qualifications

  • FINRA series 7 licensed
  • FINRA series 66 licensed
  • Life, A&H and Variable products licensed RI
  • Date of hire October 25, 1993
  • Rhode Island College Providence, RI - 1989 BA Political Science and Public Administration
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Christine C. Sauro

Christine C. Sauro

Client Relationship Manager

Qualifications

  • Date of hire February 13, 2000
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Lisa A. Breedon

Lisa A. Breedon

Client Service Coordinator

Lynn Bucknam

Lynn Bucknam

Administrative Assistant

Cynthia M. Dean, RP™, CRPC™

Cynthia M. Dean, RP™, CRPC™

Paraplanner,

Chartered Retirement Planning Counselor™

Qualifications

    • FINRA series 7 licensed
    • FINRA series 63 licensed
    • FINRA series 65 licensed
    • Life, A&H and Variable products licensed RI
    • Date of hire: May 1, 1996
  • University of Rhode Island – 1997 BA Communication Studies

    College for Financial Planning – 1998 Registered Paraplanner™

    College for Financial Planning – 2025 Chartered Retirement Planning Counsel

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Courtney M. Kawola

Courtney M. Kawola

Client Service Specialist

Marines Nanni

Marines Nanni

Executive Assistant

Felicia Jarmon

Felicia Jarmon

Client Service Specialist

Matthew Capozzi

Matthew Capozzi

Financial Planning Specialist