Our advisors

Matthew Cunningham

CFP®, ChFC®, CLU®, CRPC, AAMS, APMA, CRPS, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Cunningham Visit Matthew Cunningham's website

Francis W Mossett

AAMS, APMA

Financial Advisor

Learn more about Francis W Mossett Visit Francis W Mossett's website

Bryan Perry

BFA, ChFC®, CRPC, APMA, AAMS

Financial Advisor

Managing Partner of The Voyage Wealth Advisory Group
Learn more about Bryan Perry Visit Bryan Perry's website

Daniel Pozdol

CRPC, AAMS, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Pozdol Visit Daniel Pozdol's website

Mark Kaiser

CFP®, BFA, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Kaiser Visit Mark Kaiser's website


Our team

Erin Dove

Erin Dove

Practice Manager,

Client Service Manager
Erin Dove

Erin Dove

Practice Manager,

Client Service Manager
JoEllen Gauche

JoEllen Gauche

Client Service Specialist

JoEllen Gauche

JoEllen Gauche

Client Service Specialist

Annette Sivori

Annette Sivori

Office Manager

Michelle Stover

Michelle Stover

Administrative Assistant,

Client Service Manager
Amanda LeBlanc

Amanda LeBlanc

Administrative Assistant

Wendie Farkus

Wendie Farkus

Administrative Assistant