Massachusetts Office

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Theresa Apruzzese Days, J.D.

Chief Compliance Officer

Anna Lui2020-07-29T20:34:52+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, Massachusetts Office, Office Locations|

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Victoria Consoles, CFP®

Senior Planning Associate

Anna Lui2021-01-05T20:05:23+00:00Advisory Team, Massachusetts Office, Office Locations|

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Joe Casper

Senior Business Development Manager

Anna Lui2020-12-07T03:25:06+00:00Human Resources, Compliance, Technology and Marketing, Massachusetts Office, Office Locations|

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Laurie Kane Burkhardt, CFP®

Principal & Wealth Manager

Anna Lui2020-06-23T15:53:37+00:00Advisory Team, Massachusetts Office, Office Locations, Principals|