Philip Harriman
Co-Founder,
Retirement Advisor
Personal Financial Services
Rebecca Burchill
Managing Director, Retirement Advisor
Michelle Romano
COO, Retirement Advisor
Emily Day
Relationship Manager, Director of operations & compliance
Hillary Bouchard
Relationship Manager
Garrett Duchesne
Retirement Advisor
Chris Klimash
Retirement Advisor, Senior Analyst
Aidan Lee
Operations Specialist
Bernadette Pesce
Operations generalist