Advisory Team

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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|

• 

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|

• 

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|

• 

Meghan Dwyer, CFP®, CDFA®

Financial Advisor

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

• 

Victoria Consoles, CFP®

Planning Associate

Anna Lui2020-10-05T21:41:53+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Laurie Kane Burkhardt, CFP®

Principal & Wealth Manager

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

• 

Erica J. Yount, CFA®, CFP®

Investment Advisor

Anna Lui2020-07-29T20:29:15+00:00Advisory Team, North Carolina Office, Office Locations, Operations|