With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Kable Doria

CFP®, MBA

Branch Manager

Managing Director
Learn more about Kable Doria Visit Kable Doria's website

Emily Medeiros

AAMS

Associate Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Learn more about Emily Medeiros Visit Emily Medeiros's website

Craig Parker

Financial Advisor

Managing Director
Learn more about Craig Parker Visit Craig Parker's website


Our team

Palash Mulchandani

Palash Mulchandani

Client Service Associate