Richard L. Sumberg, MBA

Founder/Financial Planner
andover

Michael P. Kumph, CFP®, MSPFP

Financial Planner
andover

Robert C. Miller, CFP®, MBA

Financial Planner
newburyport

Patricia A. Quinn, CRPC®

Financial Planner
andover

Louis C. Bonasera, CPA, PFS, MST

Financial Planner
newburyport

Michael A. Dempsey, CFP®, EA

Financial Planner
andover

Dianne Brand, CFP®

Financial Planner
andover

Scott Johnson

Financial Planner
newburyport

Ngoc Nguyen Cormier

Operations Manager
newburyport

Anna Larina

Operations Manager
andover

Susan Woodhouse

Office Administrator
andover