Meet Your Team

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Annika Williams, CFA

Lead Advisor

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Connor Donnelly, CRPS^®

Associate Advisor

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Daniel Browne, CFP^®

Lead Advisor

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David Amiot, CFP^®, CRPC^®

Lead Advisor

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Laura Kimball, CPA, CFP^®

Lead Advisor

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Matt Mormino, CFP^®

Managing Director

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Shyanne Render, CFP^®

Lead Advisor

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Valeesa Augustine

Administrator