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Our Team
Founding Principal
Daniel G. Corrigan
CPA/PFS, CFP®
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Financial Planning Group
Andre Khalfayan
CPA/PFS, MST, AEP®
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Christine M. Winslow
CPA/PFS
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Ralph T. Salvatore
CPA/PFS, CFP®, ChSNC®
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Brendan J. Solecki
CPA, CFP®
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Jeffrey T. Grimes
CPA, CFP®
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Maxwell A. Khalfayan
CPA, CFP®
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Rebecca J. Card
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James A. Desmet
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Investment Advisory Group
Andrew J. Parsons
CFP®, CIMA®
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Daniel T. Corrigan
CIMA®
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Sarah Vanderveer-Lui
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Sean Maloney
CFP®, CIMA®
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Juan M. Roldan
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Alexander E. Khalfayan
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Andrea M. Borges
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Adriane Garcia Machado
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Client Services Group
Jo-Ann Izzo
FPQP®
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Caroline W. McCarthy
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Lisa M. Medeiros
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Jessica W. Gemming
FPQP®
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Jennifer A. Corcoran
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Noelle L. Robinson
FPQP®
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Alyson C. Mulhern
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Kathleen N. Barker
FPQP®
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Abigail J. Willey
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