Our Team

 

Advisors

Scott DeSantis , RICP®, CFP®, AEP®, CAP®, WMCP®

Partner and CEO

Office 617-404-9952


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Grant Parisi , CLU®, RICP®, CAP®, CFP®, ChFC®

Partner and COO

Office 617-404-9955


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Tyler DiMauro

Partner

Office 617-404-9956


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Brian Nixon

Partner

Office 781-431-4728


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John Daniel , CLU®

Partner

Office 781-431-4730


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Connor Hall , CFP®, ChFC®, RICP®

Partner

Office 617-404-9959


Mobile 617-835-3924


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Financial Planning Team

John DeSantis , CFA®

Director of Investment Research

Office 617-404-9951


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Robert Shuman , CFA®

Research Analyst

Office 617-545-3300


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Nicole Coutts

Director of Operations

Office 617-404-9951


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Shannon Fadden

Director of Client Relations

Office 617-404-9958


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Evan Schutzman , CFP®, ChFC®, CLU®

Director of Financial Planning

Office 516-986-7276


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Michelle Cawley

Executive Assistant

Office 781-431-4731


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Janine DiPaolo

Executive Assistant

Office 978-531-5056


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Melanie Palmer

Executive Assistant

Office 781-237-7070


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Elizabeth Szklennik

Bookkeeper

Office 781-237-7070


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