If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.

— Edmund Burke


 In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

To that end, we are proud to be partnered with Stratos Wealth Partners. Stratos was recently named to Barron's 2018 Top 50 RIA Firms.

Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients. 

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Michael O'Brien

Managing Director

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Eric Beahn

Director of

Advisory Operations

Jennifer C. Hart

Director of HR &

Business Services


Jacob Stewart

Director of  IT

Matt Dunn

Chief Compliance Officer

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Kevin Elvington

Director of