Michael P. Kumph, CFP®, MSPFP

Financial Planner
andover

Robert C. Miller, CFP®, MBA

Financial Planner
newburyport

Louis C. Bonasera, CPA, PFS, MST

Financial Planner
newburyport

Michael A. Dempsey, CFP®, EA

Financial Planner
andover

Anna Larina, CFP®

Financial Planner
andover

Ngoc Nguyen Cormier

Operations Manager
newburyport

Janet Choquette, EA

Tax Specialist
andover

Lucas Deslauriers, CFP®

Financial Planner
andover

Kevin Henderson, CFP®

Financial Planner
andover

Kelly O’Rourke

Operations Administrator
newburyport