Jeff Loring, CFP®, CLTC, CRPS®

President

(781) 275-1970

(781) 275-6689

[email protected]

John Gunning, AIF®, CLTC

Vice President, Treasurer

(781) 275-1970

(781) 275-6689

[email protected]

James W. Diamond, CLU®, ChFC®

Vice President, Secretary

(781) 275-1970

(781) 275-6689

[email protected]

Colleen Farley, CFP®, LTCP, CLTC

Vice President, Operations

(781) 275-1970

(781) 275-6689

[email protected]

Nick Loring, CFP^®, CIMA^®, MBA, CRPC^®, CRPS^®

Vice President, Portfolio Architecture & Marketing

(781) 275-1970

(781) 275-6689

[email protected]

Crystal Wild, CFP^®, MBA

Financial Advisor

(781) 275-1970

(781) 275-6689

[email protected]

Kerrie Amato

Client Service Associate

(781) 275-1970

(781) 275-6689

[email protected]

Jamie Wilson

Client Service Associate

(781) 275-1970

(781) 275-6689

[email protected]

Connie Matheson

Client Service Associate

(781) 275-1970

(781) 275-6689

[email protected]