Our Team

With more than 31 years of experience working with individuals and families, Deb is dedicated to the success of her clients and committed to helping them acquire confidence around money issues.

As client service manager, Linda Burke focuses on providing clients with excellent customer service in addition to managing the many details that keep a busy office on track. She oversees our office technology, scheduling, and meeting follow-ups.

Dianne offers steady, realistic guidance for complex times.  She specializes in strategic life planning for retirement and helps you save time so you can enjoy life, while balancing present and future needs.

Brendan is committed to helping individuals and families achieve their goals by providing the maximum level of service through all phases of the wealth planning cycle: accumulation, preservation, and distribution.