LEADERSHIP
Craig A. Mapstone Managing Partner |
Jeffrey Mapstone, CLU,CHFC,MSFS Founding Partner |
Thomas Tarkowski, MBA,CFP®,CLU Managing Partner |
PARTNERS
Brett Caroselli, MBA,CFP®,CLU Partner |
Michelle Direnzo, CFP®, CHFC,CDFA® Partner 
Phillip Sheehan Partner |
Koen Goorman, CLU,CHFC,CFP® Partner 
Kevin Shiltz, CFP®, RICP© Partner |
Matthew Keenan, CFP® Partner 
Dave Stoller, AIF®,RICP®,RPS Partner |
FINANCIAL ADVISORS
Heather Barniak Financial Advisor |
Shana Rivera Financial Advisor |
Michael Tornatore Financial Advisor |
RESEARCH & STAFF
|
Thomas Bailey Registered Sales Assistant 
Marina Graham Client Services Manager 
Symantha Johnson Client Services Manager 
Jena Sanderson Service/Operations Associate |
Jennifer Bastian Client Services Associate 
William Hager Planning Associate 
Alex Mapstone Planning Associate Alex Tarkowski Planning Associate |
Jessica Eveland Client Services Associate 
Robin Hurlburt Client Services Associate 
Renee Orlando Financial Professional |
