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

Thomas G. Twombly
Thomas G. TwomblyPresident
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 VasquezAdvisor Associate
Donna Geery
Donna GeeryGoddess of Files
Diane Hunley
Diane HunleyReceptionist
Daisy Lopez
Daisy LopezStaff Accountant
Shelby Holt
Shelby HoltClient Services Specialist