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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 Burke, CFA
    Edward Burke, CFA
    Wealth Advisor
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    Richard St. Onge, IACCP®, PPC™
    Richard St. Onge, IACCP®, PPC™
    Chief Compliance Officer, Wealth Advisor, Director of Retirement Services
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    Lucas Winthrop
    Lucas Winthrop
    Chief Operating Officer / Wealth Advisor
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    Max Winthrop
    Max 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 Murphy, CFA
    Andrew Murphy, CFA
    Co-Chief Investment Officer
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    Alexandra Balukonis
    Alexandra Balukonis
    Associate Director, Client Communications and Marketing
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    Daniel Castle, CLU, ChFC, CFP®
    Daniel Castle, CLU, ChFC, CFP®
    Director, Advanced Planning
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    Jonathan Hunter
    Jonathan Hunter
    Wealth Advisor
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    Kellie O’Connor
    Kellie O’Connor
    Associate, Operations and Client Service
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    Sean Winthrop
    Sean Winthrop
    Client Service Associate
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    Alan Slaughter
    Alan Slaughter
    Director, Operations and Client Service
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    Francesca Lanza
    Francesca 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 Ryan
    Patrick Ryan
    Operations Associate
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    Emma Buckley
    Emma Buckley
    Client Service Associate
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    Ali Balster
    Ali Balster
    Operations Associate
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