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®
Associate Partner and Financial Advisor
Ryan Davis AIF®
Financial Advisor and Personal CFO
Rommel Palomera CFP®
Financial Advisor and Personal CFO
Halle Hewitt
Client Service Associate
Stephanie Burde
Client Services Representative