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
Chris Vasquez, ChFC®
Chris Vasquez, ChFC®Senior Advisor Associate
Daisy Lopez
Daisy LopezStaff Accountant
Raymond Krisanda
Raymond KrisandaTrading, Bookkeeping, Custodial Interface
Shelby Holt
Shelby HoltClient Services Specialist
Diane Hunley
Diane HunleyReceptionist