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    Earl B. Winthrop, AIF®
    Earl B. Winthrop, AIF®
    President and Founding Partner, Wealth Advisor
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    Mark S. Winthrop, PPC™
    Mark S. Winthrop, PPC™
    President and Founding Partner, Chief Investment Officer, Wealth Advisor
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    Edward T. Burke, CFA
    Edward T. Burke, CFA
    Wealth Advisor
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    Richard C. St. Onge, IACCP®, PPC™
    Richard C. St. Onge, IACCP®, PPC™
    Chief Compliance Officer, Wealth Advisor
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    Lucas A. Winthrop
    Lucas A. Winthrop
    Chief Operating Officer / Wealth Advisor
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    Max G. Winthrop
    Max G. Winthrop
    Chief Executive Officer
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    We’re problem solvers.
    Big-picture thinkers.
    Changemakers.

    Orey Hess
    Orey Hess
    Director, Operations and Client Service
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    Robert E. Zola, JD, CFP®
    Robert E. Zola, JD, CFP®
    CERTIFIED FINANCIAL PLANNER™, Senior Wealth Advisor
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    Samantha Hanna
    Samantha Hanna
    Senior Associate, Operations and Client Service
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    Michael Banchick
    Michael Banchick
    Chief Technology Officer
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    Kenneth J. Dean, CPA, CFP®, CFA®, MST
    Kenneth J. Dean, CPA, CFP®, CFA®, MST
    Senior Director, Financial Planning
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    A multigenerational team committed to helping clients pursue their dreams.

    Andrew J. Murphy, CFA®
    Andrew J. Murphy, CFA®
    Co-Chief Investment Officer
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    Alexandra N. Balukonis
    Alexandra N. Balukonis
    Associate Director, Client Communications and Marketing
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    Daniel L. Castle, CLU, ChFC, CFP®
    Daniel L. Castle, CLU, ChFC, CFP®
    Director, Advanced Planning
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    Jonathan P. Hunter
    Jonathan P. Hunter
    Wealth Advisor
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    Kellie E. O’Connor
    Kellie E. O’Connor
    Associate, Operations and Client Service
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    Sean M. Winthrop
    Sean M. Winthrop
    Client Service Associate
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    Alan Slaughter
    Alan Slaughter
    Director, Operations and Client Service
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    Francesca M. Lanza
    Francesca M. Lanza
    Associate Portfolio Manager
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    Our wealth of experience and diverse perspective means we approach each client’s financial goals with an eye on the big picture; ensuring that whatever your vision for a prosperous life, we’re seeking to help get you there.

    Patrick T. Ryan
    Patrick T. Ryan
    Operations Associate
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    Emma A. Buckley
    Emma A. Buckley
    Client Service Associate
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    Ali Balster
    Ali Balster
    Operations Associate
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    Richard Horvitz
    Richard Horvitz
    Financial Controller
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    Kelsey E. Dieudonne
    Kelsey E. Dieudonne
    Associate, Operations
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    Joseph M. Anastasi
    Joseph M. Anastasi
    Associate, Operations
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    Juliana Pasquarosa
    Juliana Pasquarosa
    Client Service Associate
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    Cavan M. Lamontagne
    Cavan M. Lamontagne
    Client Service Associate
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