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

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about Daniel T Wilson Visit Daniel T Wilson's website

Jaime Barnes

CFP®

Private Wealth Advisor

Learn more about Jaime Barnes Visit Jaime Barnes's website

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Learn more about Jacqueline Blau Visit Jacqueline Blau's website

John T Corcoran

APMA

Financial Advisor

Learn more about John T Corcoran Visit John T Corcoran's website

Mary Catherine Costa

CFP®, MS, APMA, CMFC, CDFA®, CRPC, MPAS

Financial Advisor

Business Development Manager
Learn more about Mary Catherine Costa Visit Mary Catherine Costa's website

Christine DelBrocco

CRPC, APMA

Financial Advisor

Learn more about Christine DelBrocco Visit Christine DelBrocco's website

Andrew Enright

CFP®, APMA

Financial Advisor

Learn more about Andrew Enright Visit Andrew Enright's website

Alexander Kezer

CFP®, CMFC, APMA

Financial Advisor

Learn more about Alexander Kezer Visit Alexander Kezer's website

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

Learn more about Daniel J Marean Visit Daniel J Marean's website

Mike Micciche

APMA

Associate Financial Advisor

Operations Manager
Learn more about Mike Micciche Visit Mike Micciche's website

Kaitlyn OConnell

APMA

Financial Advisor

Learn more about Kaitlyn OConnell Visit Kaitlyn OConnell's website

Matthew Peter Riley

CMFC, CRPC, APMA

Associate Financial Advisor

Operations Manager
Learn more about Matthew Peter Riley Visit Matthew Peter Riley's website

Paul Romano

MBA, CLTC®, CRPC, APMA

Financial Advisor

Learn more about Paul Romano Visit Paul Romano's website

Joshua Sokol

CFP®, APMA

Financial Advisor

Learn more about Joshua Sokol Visit Joshua Sokol's website

Jaclyn Stanley

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jaclyn Stanley Visit Jaclyn Stanley's website

Ryan Stefens

APMA

Financial Advisor

Learn more about Ryan Stefens Visit Ryan Stefens's website

Jennifer Ann Taber

APMA, CMFC

Associate Financial Advisor

Operations Director
Learn more about Jennifer Ann Taber Visit Jennifer Ann Taber's website

Kevin Plodzik

APMA

Associate Financial Advisor

Investment Manager
Learn more about Kevin Plodzik Visit Kevin Plodzik's website

Andrew Conaty

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Andrew Conaty Visit Andrew Conaty's website

Mary E Incera

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Mary E Incera Visit Mary E Incera's website


Our team

Kelley Barsamian

Kelley Barsamian

Client Relationship Manager

Meredith Berke

Meredith Berke

Client Relationship Manager

Judy Bouchard

Judy Bouchard

Client Relationship Manager

Trevor Carroll APMA™

Trevor Carroll APMA™

Investment Specialist

Kristen Commander

Kristen Commander

Business Development Manager

Liz Dewar

Liz Dewar

Client Relationship Manager

Joe Dolan APMA™

Joe Dolan APMA™

Financial Planning Analyst

Cindi Gresh

Cindi Gresh

Operations Manager

Jill Herrick

Jill Herrick

Operations Manager,

Human Resource Manager of Skyeburst Wealth Management
Deborah Kennedy

Deborah Kennedy

Client Relationship Manager

Leslie MacDonald

Leslie MacDonald

Client Relationship Manager

Matt Mauro

Matt Mauro

Investment Specialist

Alexis McKenna

Alexis McKenna

Marketing Manager

Jerry McQuaid

Jerry McQuaid

Paraplanner

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer of Skyeburst Wealth Management
Lauryn Murray

Lauryn Murray

Marketing Specialist

Jackson Odams

Jackson Odams

Financial Planning Specialist

Lucia Renda

Lucia Renda

Client Relationship Manager

Emily Rome

Emily Rome

Financial Planning Specialist

Staci Saks

Staci Saks

Operations Manager

Jean St. Pierre CFP®

Jean St. Pierre CFP®

Business Development Director

Robin Thevenot

Robin Thevenot

Operations Manager,

Financial Planning Analyst
Marco Tieri

Marco Tieri

Financial Planning Analyst

Cheryl Whalen APMA™

Cheryl Whalen APMA™

Client Relationship Manager,

Paraplanner
Jenn Wilson

Jenn Wilson

Operations Specialist

Emily Birtwell

Emily Birtwell

Intern

Kayla Herrick

Kayla Herrick

Intern

Aidan Kiely

Aidan Kiely

Intern