Get to know my dedicated team

Client experience is of the utmost importance to myself, and our team. Constantly seeking client feedback on how to make our relationships stronger, we are committed to providing an exceptional client experience to all of our clients.  

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Photo of Associate Financial Representative Hunter Brenden Stacey

Hunter Brenden Stacey

Associate Financial Representative

Photo of Director of Operations Leah Menaul

Leah Menaul

CLF®

Director of Operations

Photo of Chief Marketing Officer Angela Canale

Angela Canale

Chief Marketing Officer

617-513-1545

Photo of Marketing and Communications Madison Capezzuto

Madison Capezzuto

Marketing and Communications

978-987-8493