Our Team
-
Raymond P. Clifford, Jr., AIF®
Partner, Financial Advisor
-
Robert F. Rano, Jr., AIF®
Partner, Financial Advisor
-
Sara E. McGrath, AIF®, CRES
Managing Partner, Financial Advisor
-
Jay Merrill, CIMA®
Managing Partner, Financial Advisor
-
Matthew Palmgren, CIMA®, CRPS®
Financial Advisor
-
Angela Casasanto, CSA®, APMA™
Financial Advisor
-
Erica Breault
Sales Assistant
-
Jan Rebel
Operations Leader
