Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Christopher Moschella

CRPC, CLTC®

Private Wealth Advisor

Managing Partner of North Peak Wealth Advisors
Learn more about Christopher Moschella Visit Christopher Moschella's website

Christopher Stark

Financial Advisor

Managing Partner of North Peak Wealth Advisors
Learn more about Christopher Stark Visit Christopher Stark's website

Peter Durfee

CFP®, CLTC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Peter Durfee Visit Peter Durfee's website

Ryan Hazel

Financial Advisor

Managing Partner of North Peak Wealth Advisors
Learn more about Ryan Hazel Visit Ryan Hazel's website

Eileen F Holzman

ChFC®

Financial Advisor

Managing Partner of North Peak Wealth Advisors
Learn more about Eileen F Holzman Visit Eileen F Holzman's website

Alfred R Drouin

MBA, CLU®

Financial Advisor

Business Financial Advisor
Learn more about Alfred R Drouin Visit Alfred R Drouin's website


Our team

Melissa Pimentel

Melissa Pimentel

Financial Planning Assistant,

Client Service Manager
Kristi Enegren

Kristi Enegren

Operations Manager

Qualifications

  • Bryant UniversityB.S Science - Finance

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Erin Nowak

Erin Nowak

Client Service Specialist

Personal Intro

B.S. Finance & Economics
Suffolk University

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Holly Hayes

Holly Hayes

Client Service Coordinator