Our advisors

CJ Charlebois

CFP®, ChFC®, CLU®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about CJ Charlebois Visit CJ Charlebois's website

Amy M Boland

Associate Financial Advisor

Learn more about Amy M Boland Visit Amy M Boland's website

Kyle Pembroke

APMA

Associate Financial Advisor

Learn more about Kyle Pembroke Visit Kyle Pembroke's website


Our team

Amanda Justice, CFP®

Amanda Justice, CFP®

Paraplanner

Roles & Responsibilities

  • Financial Planning Analyst
  • Investment Research
  • Data Gathering & Data Inputs
  • Meeting Follow up
  • Tax PlanningStrategies
  • RMD Tracking
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Andrew Marcotte, CRPC®

Andrew Marcotte, CRPC®

Investment Specialist

Roles & Responsibilities

  • Client Service
  • Account Transfers
  • Investment Research
  • Money Movement & Transactions
  • Business Processing and Submission
  • Portfolio Rebalancing
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Caroline Williams

Caroline Williams

Operations Specialist,

Client Concierge

Roles & Responsibilities

  • Office Management
  • Employee Management
  • Practice Workflow & Efficiencies
  • Estate Settlements
  • Practice Reporting
  • Event Organization & Creation
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Logan Ambrose

Logan Ambrose

Client Service Specialist

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Money Movement & Transactions
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Alex Lajeunesse

Alex Lajeunesse

Client Service Specialist

Roles & Responsibilities

  • Client Service
  • Business Processing & Submission
  • Money Movement & Transactions
  • Investment Research
  • Practice Reporting
  • Estate Settlements
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Sophia Newman

Sophia Newman

Administrative Assistant

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Prep and Follow up
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Jody Pierce

Jody Pierce

Business Development Specialist

Roles & Responsibilities

  • Event Organization & Creation
  • Business Development
  • Referral Management Systems
  • Professional Outreach
  • Marketing
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