Executive Team

Paul A. Squarcia, Jr.

Leadership Team

Todd Douma

Leadership Team

Erik R. Wallin

Leadership Team

Steven Neeley

Chief Investment Officer

Susan Abbass

Chief Compliance Officer

Gavin Lyons

Chief Operating Officer

Linda P. Turrell

Director of Finance & HR

Massachusetts Wealth Management Team

Jennifer Stickney

Advisory Team

Dylan M. Conneely

Client Services Team

Connor Ronan

Client Services Team

Arizona Wealth Management Team

Eric Anthony

Advisory Team

Rylan Folts

Advisory Team

Mason Ridley

Advisory Team

Tammy Brown

Client Services Team

Corporate Retirement Team

Shawn West

Principal/ERISA Specialist

Steve Stout

Client Services Team

Marcy Sebold

Client Services Team

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