Our Team

Throughout my life I have been fortunate to have traveled and lived experiences around the world meeting people of many different backgrounds and cultures. For me, some of my fondest memories are growing up in Pembroke MA in the 70s...

Jeff began his investment career in 1996 as a broker at Prudential Securities. He developed a fiduciary practice in 1997, focusing on defined contribution plans such as 401k, 403b, and 457 plans, while also handling select individual...

Ray began his career in 1992 with one the most prestigious and respected investment companies in the world. Over the years his risk management approach was developed to include hedging volatility in the stock market and addressing the...

Gregg has been helping clients plan and achieve their financial goals for more than 30 years. He began his career at Lehman Brothers in New York City, and most recently Fidelity Investments. Besides providing wealth management advice...