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
Scott Wilson, CRPC®
Partner, Financial Advisor
Chief Compliance Officer
Advisors
Paul Lane, CFP®
Financial Advisor
Mark Schaffer, CFP®
Financial Advisor
Andrew Haff, CFP®
Financial Advisor
Michael Bradley
Financial Advisor
Matt Sczurek, CFP®
Financial Advisor
Cash Armstrong, CFP®
Financial Advisor
Investment Team
John Bridges
Portfolio Trader
Marc Fandetti
Assistant Portfolio Manager
Client Services
Michele Cropley
Operations Manager
Christine Sun
Senior Client Service Manager
Michael Toomey
Client Service Associate
Liz Mettler
Client Service Associate
Mary Mullaney
Client Service Associate
Jake Candelino
Client Service Associate
Staff
Avra Friedfeld
Prospective Client Liaison
Mark Ravanesi
Prospective Client Liaison
