Mary Margolis
CFP®, CPA/PFS, CDFA®, CeFT®
Dan Bender
MBA, CFS®, CES®
Robert G. Alley
CFA, MBA, BBA
Edward Guay
MBA, BBA
Mark McMeans
CFA, MBA , BBA
Kevin McNulty
JD, CPA , BS
Harshad Patel
M.S. , B.E
- Disclosures:
- Relationship Summary
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- ADV Part 2A
- Client Portals:
- Vault
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- Investments
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- Tamarac