MEET OUR TEAM

Paul Headshot

Paul Moriarty

CLU®

FINANCIAL ADVISOR

Jay Headshot

Jay Moriarty

CPA, CLU®, ChFC®

FINANCIAL ADVISOR

James Headshot

James Hayward

CLTC®

FINANCIAL ADVISOR

Chris Headshot

Chris Kenney

FINANCIAL ADVISOR

Jarrod Headshot

JARROD OBERG

FINANCIAL ADVISOR

Anthony Headshot

Athony Melo

FINANCIAL ADVISOR

Hanna Headshot

Hanna Lutz

client service associate

Hanna Headshot

Hanna Lutz

CLIENT SERVICE ASSOCIATE

Leandra Headshot

Leandra Monteiro

OPERATIONS MANAGER

Hanna Headshot

Hanna Lutz

CLIENT SERVICE ASSOCIATE

Katelyn Headshot

Katelyn Stephens

CLIENT SERVICE ASSOCIATE

Custom Divider

WORK WITH US

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OUR LOCATION

400 Tradecenter Drive, Suite 5900
Woburn, MA 01801