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Thomas G. Twombly
Mark Ward, CFP®, ChFC®
Glenda Summers, CFP®
Cass Grange
Megan Poore
Bleckley Dobbs, CFP®
Raymond Krisanda
Chris Vasquez
Donna Geery
Diane Hunley
Daisy Lopez
Shelby Holt
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Retired Couples & Individuals
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Meet the Team
We are more than a group of advisors. We’re dedicated to your success.
Thomas G. Twombly
President
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Mark Ward
CFP®, ChFC® VP & Chairman
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Glenda Summers, CFP®
CFP® Sr. Advisor Associate
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Cass Grange
Senior Advisor Associate
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Bleckley Dobbs, CFP®
Director of Financial Planning
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Megan Poore
Sr. Advisor Associate
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Raymond Krisanda
Bookkeeper
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Chris Vasquez
Advisor Associate
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Donna Geery
Goddess of Files
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Diane Hunley
Receptionist
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Daisy Lopez
Staff Accountant
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Shelby Holt
Client Services Specialist
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