Our People

Our experienced professionals 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 guidance for individuals, families, and companies in and around Lexington, MA.

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.

Lina Cardone
Client Ambassador, Executive Assistant
Kristine Porcaro
President, Co-Founder
Anastasia Rozanitis
Senior Client Service Specialist
Kerry Luria
Managing Director - Senior Wealth Advisor
Bruce Thompson
Managing Director – Senior Wealth Advisor
Jason Hastings, CFP®
Senior Wealth Advisor
Brenda Vandersluis
Director of Client Services
Glenn Frank, MBA
Director of Education
Elizabeth Lavoie, CFA
Wealth Advisor - Director
James Hastings, CFP®
Director of Advisor Services, Senior Wealth Advisor
Kim Kenly
Chairman of the Investment Committee
Andy Richardt, CFP®
Senior Wealth Advisor
Morgan MacDonald
Client Service Associate- Advisor Support
Dennis Encarnation
Managing Director- Senior Wealth Advisor
Peter Sullivan
Wealth Advisor
Michelle Sacco
Senior Client Service Associate - Advisor Support
Frank Censullo, MSFP
Family Wealth & Estate Planning, Director
Jonathan Marcus
Senior Wealth Advisor
Aaron Derderian
Wealth Advisor
Carla Cappucci
Senior Client Service Specialist
Kenn Freed
Managing Director- Senior Wealth Advisor
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Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253


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