Skip to main content

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®

Wealth Management Advisor

Frank Parker

Chief Operations Officer

Adam Pelletier

Associate Financial Representative

Rushab Tanna CFP®

Associate Wealth Management Advisor

Brian Maloney CFP®

Associate Financial Representative

Daniel Anderson CFP®

Associate Financial Representative

Maura Lyons

Director of Operations

Eve Smith

Financial Planning Analyst

Crystal M Gramstorff

Operations Assistant

Anne M Andrea

Executive Assistant

Angela Canale

Director of Marketing

Christopher Ray CFA®

Director of Investments