Our Team
Leadership
Michael Armstrong
President
Brendan Hayes
Managing Partner, Financial Advisor
Susan Powers
Managing Partner, Financial Advisor
Chuck Zodda
Managing Partner, Chief Investment Officer
Chief Compliance Officer
Advisors
Scott Wilson, CRPC®
Financial Advisor
Paul Lane, CFP®
Financial Advisor
Mark Schaffer, CFP®
Financial Advisor
Investment Team
John Bridges
Portfolio Trader
Marc Fandetti
Assistant Portfolio Manager
Staff
Christine Sun
Client Service Associate
Cash Armstrong
Client Service Associate
Huascar Beato
Client Service Associate
Matthew Stewart
Client Service Associate
Carli Houlihan
Client Service Associate
Lois Ashe
Office Manager / Director of Human Resources
Avra Friedfeld
Prospective Client Liaison
Mark Ravanesi
Prospective Client Liaison
