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Who We Are

At our wealth management practice, competition is in our DNA. It inspires us daily to pursue peak results for our clients and is the fuel that drives our approach to financial planning. This spirit can be found with everyone on our team, and we believe, is the essence of the winning partnership that we enjoy with our clients.

Jason M D'Entremont CLU®, ChFC®, CFP®

Private Wealth Advisor and Founder, CEO

Frank Parker

Chief Operations Officer

Adam Pelletier

Private Wealth Lead Advisor

Rushab Tanna CFP®

Private Wealth Lead Advisor

Brian Maloney CFP®

Associate Financial Representative

Daniel Anderson CFP®

Associate Financial Representative

Maura Lyons

Director of Operations

Eve Smith CFP®

Associate Financial Representative

Jennifer Chacon

Operations Associate

Matthew Turner

Planning Associate

Anne M Andrea

Executive Assistant

Angela Canale

Director of Marketing

Christopher Ray CFA®

Director of Investments

Connor Flavin

Associate Financial Representative

Radina Georgieva George

Operations Associate

Brooks McMurray

Planning Assistant

Madison Capezzuto

Marketing and Communications

Devin Bos

Director of Portfolio Research and Advisory