Our Team
Leadership
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
Paul Lane, CFP®
Financial Advisor
Staff
Jenna Caccamise
Client Service Associate
Cash Armstrong
Client Service Associate
Lois Ashe
Office Manager / Director of Human Resources
Avra Friedfeld
Prospective Client Liaison
Mark Ravanesi
Prospective Client Liaison
