Brian Romag, Operations Specialist

A well-rounded perspective on solutions to complex requests and concerns. Read about Brian...

Alfonso Rodriguez, CFA, Director of Investments

Helping lead investment strategy, asset allocation, and research for the firm. Read about Alfonso ...

Laura Tarbox is quoted in MarketWatch

What does it take for a successful retirement? Find out here...

Dreaded words … You’re Being Audited!

The mission of the SEC is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.

Natalie Banasiak, Director of Client Services

Natalie Banasiak, Director of Client Services

Welcome, Drew Phillips

We're happy to welcome Drew Phillips as Director of Operations!

Welcome, Matt Lucas!

We are excited to expand our Wealth Planner division with the addition of a new team member!

It’s Your Money

Laura Tarbox presented a session on Equity Investing in early June as part of an 8-week course for individual investors to receive unbiased information about investing, estate planning, taxes, ...

Laura’s Feature in the Advisor Magazine

Laura was recently interviewed about retirement plans during a divorce. Read what she had to say to Joseph Giannone at the Advisor Magazine.

Note from Laura: Coronavirus and the Markets, part 7

While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.

Note from Laura: Coronavirus and the Markets, part 6

While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.

Note from Laura: Coronavirus and the Markets, part 5

Keep in mind that this is not a financial crisis.