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Team

John Tarson

Financial Analyst

Ethan Kaufman

Financial Analyst

Ethan is a recent graduate from the Carroll School at...

Alfred Norton

Associate

“I’m deeply committed to helping you achieve financial success because...

Alexandra Scanlan

Client service associate

Alexandra Scanlan is a seasoned Registered Client Service Associate with...

Andrew Koris

Partner

Andrew Koris’ journey in the world of finance was shaped...

Mathew Rough

Partner

Mat has spent his career helping individuals and families navigate...