Advisors

David Brochu, CPA

David Brochu, CPA

LPL Financial Advisor & Partner

Jennifer Chase, CFP®

Jennifer Chase, CFP®

LPL Financial Advisor & Partner

Robert Brochu, CFP®

Robert Brochu, CFP®

LPL Financial Advisor & Partner

Planning Team

Sarah B. Hall, CFP®

Sarah B. Hall, CFP®

Financial Planning Coordinator & Chief Operating Officer

Elias George

Elias George

Chief Investment Officer & Director of Research

Client Experience Team

Mariah Peterson

Mariah Peterson

Client Services & Marketing Specialist

Angela Barresi

Angela Barresi

Client Services Specialist

Billy Jones

Billy Jones

Client Services Specialist