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

Paul McGarry

Director of Operations

Avra Friedfeld

Prospective Client Liaison

Mark Ravanesi

Prospective Client Liaison

Cash Armstrong

Prospective Client Liaison

Michael Bradley

Client Service Associate

Jenna Caccamise

Client Service Associate

Christine Sun

Client Service Associate