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

Janet Choquette, EA

Tax Specialist
andover

Lucas Deslauriers

Associate Financial Planner
andover