Team

• 

Christopher “Cory” White, CFP®

Senior Financial Advisor

Anna Lui2020-06-30T18:20:27+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Peter Somich, CFA®, CFP®, MSF

Principal & Senior Investment Analyst

Anna Lui2020-07-29T20:31:00+00:00Advisory Team, Massachusetts Office, Office Locations, Operations, Principals|

• 

Robert D. Siefert, CFP®

President, Principal & Wealth Manager

Anna Lui2020-06-24T13:35:45+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Principals|

• 

Alicia Powers, AAMS®

Senior Client Service Advisor

Anna Lui2020-06-23T15:52:57+00:00Advisory Support, Massachusetts Office, Office Locations|

• 

George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

Anna Lui2020-07-29T20:29:38+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Operations, Principals|

• 

Lorraine Mohan

Senior Client Service Advisor

Anna Lui2020-06-23T15:53:45+00:00Advisory Support, Massachusetts Office, Office Locations|

• 

Dina Megretskaia, CFP®, EA

Financial Advisor

Anna Lui2020-08-11T15:21:37+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Tom Kennedy, CFA®, MBA

Investment Advisor

Anna Lui2020-07-29T20:31:36+00:00Advisory Team, Massachusetts Office, Office Locations, Operations|

• 

Shardae Jobson

Administrative Assistant

Anna Lui2020-06-23T15:54:21+00:00Advisory Support, Massachusetts Office, Office Locations|

• 

Meghan Dwyer, CFP®, CDFA®

Financial Advisor

Anna Lui2020-06-23T20:13:07+00:00Advisory Team, Massachusetts Office, Office Locations|