Get to know our leadership team

Leadership at the Manchester office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Carl Lipani

Carl Lipani

Managing Director

My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are most important to them.
Photo of Janelle White

Janelle White

Get to know our advisors and representatives.