Meet Our Team
Christopher Rand Ph.D., CFP®, CLU®
Managing Partner and Personal CFO
Marc Gallo CASL®, AIF®
Managing Partner and Personal CFO
Carol Ann Donahue ChFC®, AIF®
Financial Advisor and Personal CFO
Ryan DavisAIF®
Financial Advisor and Personal CFO
Mario Stadtlander
Financial Advisor and Personal CFO
Leah Howard
Executive Assistant and Client Services Specialist