Get to know my dedicated team

As fiduciaries, our team is committed to helping clients whether they are concerned for their own financial needs or those of their family or business.  With the support of a dedicated staff, we are committed to providing you the best client service possible.

 

Please don’t hesitate to contact us if you need to schedule an appointment, request a service, or even just ask a question.

P B

Palmer Wilson Bigelow III

Associate Wealth Management Advisor

A C

Alessia Connolly

Business Operations Manager

Photo of Director of Investments Christopher Ray

Christopher Ray

CFA®

Director of Investments

Photo of Investment Analyst Jeremy Hazzard

Jeremy Hazzard

Investment Analyst

S C

Scout Conway

Investment Operations