Associates

• Timothy Flynn, CPFA, PPC

  Managing Partner/CEO & Founder

• Mark Libersher, AIFA^®

  Senior Partner/CIO & COO

• Joseph Cuozzi

  Partner/Private Wealth & Planning

• Kevin Myers, CFP^®, CFA, CAIA, EA

  Partner/Private Wealth & Planning

• Bosco Walsh

  Partner/Private Wealth & Planning

• Peter Trulli

  Partner/Private Wealth & Planning

• Joseph Pigot, CPFA

  Partner/Director of Retirement Plans & Corporate Services

• John Clancy

  Insurance Specialist

• Ryan Peters, CFP^®

  Partner/Private Wealth & Planning

• Ian Ritchie

  Investment Services and Support Associate

• Dan Confreda

  Retirement Services Associate

• James Pigot

  Retirement Services Associate

• Jennifer Walsh

  Executive Assistant/Senior Client Service Associate

• Brian Carter II

  Lead Client Service Associate

• Joe Pigot, Jr.

  Financial Advisor