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Meet Our Team

We have been helping clients Plan with Purpose since 1972


Robyn  Jameson

Robyn E. Jameson, CFP®, CLTC

PRESIDENT / FINANCIAL ADVISOR

Martin Emery

Martin Emery, MSFS

CLIENT RELATIONSHIP MANAGER

Lori  Squarcetta

Lori Squarcetta

FINANCIAL PLANNING ASSISTANT

Ryan Neill

Ryan Neill, CFP®

CLIENT RELATIONSHIP MANAGER

Christopher Gleeson

Christopher Gleeson

FOUNDER EMERITUS