Skip to content
Home
Contact Us
Login
What We Do
Fee-Only Financial Planning
Fee-Only Asset Management
Second Opinion
Who We Are
Meet the Team
Thomas G. Twombly
Mark Ward, CFP®, ChFC®
Cass Grange
Megan Poore
Bleckley Dobbs, CFP®, RICP®
Raymond Krisanda
Chris Vasquez
Donna Geery
Diane Hunley
Daisy Lopez
Shelby Holt
Career Opportunities
Who We Serve
Retired Couples & Individuals
Professional Accumulators
Independent Women
Resources
COVID-19
Account Log In
Financial Planning Forms
Newsletter Articles
Videos
News & Press
Quarterly Reports
Programs and Events
Fireside Chats
Workshops
Contact Us
Client Secure Portal
Meet the Team
We are more than a group of advisors. We’re dedicated to your success.
Thomas G. Twombly
President
Read Full Bio »
Mark Ward
CFP®, ChFC® VP & Chairman
Read Full Bio »
Bleckley Dobbs, CFP®
Director of Financial Planning
Read Full Bio »
Cass Grange
Senior Advisor Associate
Read Full Bio »
Megan Poore
Senior Advisor Associate
Read Full Bio »
Chris Vasquez
Advisor Associate
Read Full Bio »
Raymond Krisanda
Bookkeeper
Read Full Bio »
Daisy Lopez
Staff Accountant
Read Full Bio »
Shelby Holt
Client Services Specialist
Read Full Bio »
Anthony Guzman
Para Planner & Client Services Associate
Read Full Bio »
Donna Geery
Goddess of Files
Read Full Bio »
Diane Hunley
Receptionist
Read Full Bio »
