Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Recruitment Yvette Gardiner

Yvette Gardiner

Director of Recruitment

617-742-6200

Photo of Business Manager Vanessa McGunnigle

Vanessa McGunnigle

Business Manager

339-970-3700

Photo of Financial Planning Analyst Annie DeLello

Annie DeLello

Financial Planning Analyst

617-742-6200

Photo of Financial Planning Associate June Fitzpatrick Kiely

June Fitzpatrick Kiely

CLF®

Financial Planning Associate

617-742-6200

Photo of Director of Financial Planning Leah Menaul

Leah Menaul

CLF®

Director of Financial Planning

617-531-9568