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
Donna Geery
Donna GeeryGoddess of Files