Meet the Team 2017-07-07T14:58:23+00:00

We are more than a group of advisors. We’re dedicated to your success.

Thomas G. Twombly
Thomas G. TwomblyPresident
Walter L. Wilson, III
Walter L. Wilson, IIIExec. VP, Operations
Mark Ward
Mark WardCFP®, ChFC® VP & Chairman
Glenda Summers, CFP®
Glenda Summers, CFP®CFP® Sr. Advisor Associate
Cass Grange
Cass GrangeSenior Advisor Associate
Bleckley Dobbs, CFP®
Bleckley Dobbs, CFP® Director of Financial Planning
Megan Poore
Megan PooreSr. Advisor Associate
Raymond Krisanda
Raymond KrisandaBookkeeper
Chris Vasquez
Chris VasquezFinancial Services Professional
Donna Geery
Donna GeeryGoddess of Files
Diane Hunley
Diane HunleyReceptionist
Chaney Barton
Chaney BartonMarketing Assistant
Preston Neumann
Preston NeumannAccount Setup & Transfer Specialist
Daisy Lopez
Daisy LopezStaff Accountant