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Process
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Our Team
Leadership
Michael Armstrong
Senior Managing Partner
Barry Armstrong
Founder and CEO
Partners
Brendan Hayes
Managing Partner, Financial Advisor
Susan Powers
Managing Partner, Financial Advisor
Chuck Zodda
Managing Partner, Financial Advisor
Advisors
Scott Wilson, CRPC
®
Financial Advisor
Mark Schaffer, CFP®, CLU®, ChFC®
Financial Advisor
Ema David, MBA
Financial Advisor
Lisa Goldman
Financial Advisor
Paul Lane, CFP
®
Financial Advisor
Research
Ann-Marie Hanley, CFA
Chief Investment Officer
Staff
Lois Ashe
Office Manager / Director of Human Resources
Avra Friedfeld
Prospective Client Liaison
Mark Ravanesi
Prospective Client Liaison
Michael Bradley
Client Service Associate
Katina Kelepouris
Client Service Associate
Cash Armstrong
Prospective Client Liaison
About Us
Our Story
Team
Process
Fiduciary Standard
Services
Schedule A Consultation
Financial Planning
Investment Management
Retirement Planning
Succession Planning
Tax Strategies
News & Resources
Clients
Monthly Guide
Get Started