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Financial Planning Team

Our team truly enjoys what we do and likes to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication, and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

Michael P. Ryan CFP®, CLU®, ChFC®

Partner and Wealth Management Advisor

Christopher R Scearbo WMCP®

Partner and Wealth Management Advisor

Richard R Davis CFA®

Aaron Durda CFP®

Associate Wealth Management Advisor

Matt Burke

Financial Planning Analyst

Ryan Landry

Associate Financial Representative

Sarah Putnam Bagley M.S.

Director of Operations

Stephanie Monticone

Chief of Staff

Jordan Hirsch MBA

Director of Investments

Joseph Bogdan

Associate Financial Representative

Dan Smith MBA

Financial Planning Analyst

Kalie Norko M.Ed.

Administrative Assistant

Casey Conroy

Investment Associate

Amber L Berrios

Associate Financial Representative