Experienced professionals who are also awesome listeners

There’s an impressive diversity of talent and knowledge within our team. Together we offer consulting, operational, and technical experience acquired through careers in the financial services industry and more than two decades of in-depth counseling to individuals, families, and companies in and around Lexington.

What is perhaps just as important, we’ve sold businesses, bought businesses, planned for retirement, lost spouses, gotten divorced, gotten married, battled diseases, refinanced debt, cared for aging parents, raised children and paid for college.

Just like you.

We believe we have what it takes to make you successful no matter what you face.

The hardest workers you’ll ever enjoy spending time with.

Lina Cardone
Client Ambassador, Executive Assistant
Michael Tucci, CPA, CIMA
CEO, Co-Founder
Kristine Porcaro
President, Co-Founder
James Hastings, CFP®
Director of Advisor Services, Senior Wealth Advisor
Kerry Luria
Managing Director - Senior Wealth Advisor
Jason Hastings, CFP®
Senior Wealth Advisor
Brenda Vandersluis
Director of Client Services
Glenn Frank, MBA
Director of Education
Aaron Derderian
Wealth Advisor
Elizabeth Lavoie, CFA
Wealth Advisor - Director
Jonathan Marcus
Senior Wealth Advisor
Chester Marcus
Senior Wealth Advisor
Kim Kenly
Chairman of the Investment Committee
Mark S. Carley, CPA/PFS, AEP
Managing Director
Frank Censullo, MSFP
Family Wealth & Estate Planning, Director
Michelle Sacco
Senior Client Service Associate - Advisor Support
Susie Panduku, CPA, CFP®
Wealth Advisor
Morgan MacDonald
Client Service Associate- Advisor Support
Honore Matteson
Client Service Associate- Advisor Support
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253

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