We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Scroll or swipe down to read more about each of our team members.

Luke Murphy

Managing Director

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Raymond P. LaPorte

AAMS, Vice President, Financial Advisor

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Karen L. Heston, CFP ®

Vice President, Investment and Operations Officer

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Ted E. Desrosiers

Financial Advisor

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Bethany A. Dever

Financial Advisor

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Bart J. Partington, CFP®, CTFA

Account Director

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Karen Lobdell

Customer Service and Office Manager

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Charlotte Bolduc

Operations Manager

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