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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
CPFA
Partner, Sr. Wealth Advisor
Timothy J. Duggan Jr.
Wealth Advisor
Daniel Falcone
Wealth Advisor & Technology Specialist
Jennifer Brennan
CRPC®
Director of Client Services
Gayle Rosewell
CFP®, CRPC®
Wealth Management Advisor
Daryl Marsden
Client Services Manager
Marybeth Porter
Client Services Manager
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