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Thomas G. Twombly
Mark Ward, CFP®, ChFC®, RICP®
Raymond Krisanda
Chris Vasquez, ChFC®
Donna Geery
Diane Hunley
Daisy Lopez
Shelby Holt
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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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Chris Vasquez, ChFC®
Senior Advisor Associate
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Daisy Lopez
Staff Accountant
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Raymond Krisanda
Trading, Bookkeeping, Custodial Interface
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Shelby Holt
Client Services Specialist
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Diane Hunley
Receptionist
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Donna Geery
Goddess of Files
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