Our Team

A team of experts, dedicated to your financial success

Mark T. Roman

Managing Partner, Sr. Wealth Advisor

Frank J. Perfetuo, Jr., CFA

Managing Partner, Sr. Portfolio Manager

Kevin C. Dufault

Partner, Sr. Wealth Advisor

Timothy J. Duggan Jr., CPWA®

Wealth Advisor

Daniel Falcone

Wealth Advisor & Technology Specialist

Jennifer Brennan, CRPC®

Director of Client Services

Gayle Rosewell, CFP®, CRPC®

Wealth Management Advisor

Daryl Marsden

Investment Advisor

Marybeth Porter

Client Services Manager

Looking for a trusted navigator for your financial journey?

Contact us to schedule a conversation.