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
Bleckley Dobbs, CFP®
Bleckley Dobbs, CFP® Director of Financial Planning
Cass Grange
Cass GrangeSenior Advisor Associate
Megan Poore
Megan PooreSenior Advisor Associate
Chris Vasquez
Chris VasquezAdvisor Associate
Raymond Krisanda
Raymond KrisandaBookkeeper
Daisy Lopez
Daisy LopezStaff Accountant
Shelby Holt
Shelby HoltClient Services Specialist
Anthony Guzman
Anthony GuzmanPara Planner & Client Services Associate
Donna Geery
Donna GeeryGoddess of Files
Diane Hunley
Diane HunleyReceptionist