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.



Advisors

Timothy OConnor

CFP®

Financial Advisor

Visit Timothy OConnor's website

Patrick OConnor

Financial Advisor

Visit Patrick OConnor's website


Team

Mary O'Driscoll

Mary O'Driscoll

Office Manager