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    Earl B. Winthrop, AIF®
    Earl B. Winthrop, AIF®
    President and Founding Partner Wealth Advisor
    Mark S. Winthrop, PPC™
    Mark S. Winthrop, PPC™
    President and Founding Partner Chief Investment Officer Wealth Advisor
    Richard St. Onge, IACCP®, PPC™
    Richard St. Onge, IACCP®, PPC™
    Chief Compliance Officer Wealth Advisor Director of Retirement Services
    Lucas Winthrop
    Lucas Winthrop
    Chief Operating Officer / Wealth Advisor
    Max Winthrop
    Max Winthrop
    Chief Executive Officer

    We’re problem solvers.
    Big-picture thinkers.
    Changemakers.

    Orey Hess
    Orey Hess
    Director, Operations and Client Service

    A multigenerational team committed to helping clients pursue their dreams.

    Robert E. Zola, JD, CFP®
    Robert E. Zola, JD, CFP®
    CERTIFIED FINANCIAL PLANNER™ Wealth Advisor
    Samantha Hanna
    Samantha Hanna
    Senior Associate, Operations and Client Service
    Kelsea G. Tower
    Kelsea G. Tower
    Director, Operations and Client Services
    Michael Banchick
    Michael Banchick
    Chief Technology Officer

    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.

    Kenneth J. Dean, CPA,  CFP®, CFA, MST
    Kenneth J. Dean, CPA, CFP®, CFA, MST
    Senior Director, Financial Planning
    Andrew Murphy, CFA
    Andrew Murphy, CFA
    Co-Chief Investment Officer
    Alexandra Balukonis
    Alexandra Balukonis
    Senior Associate, Client Communications and Marketing
    Daniel Castle, CLU, ChFC, CFP®
    Daniel Castle, CLU, ChFC, CFP®
    Director, Advanced Planning
    Jonathan Hunter
    Jonathan Hunter
    Wealth Advisor
    Kellie O’Connor
    Kellie O’Connor
    Associate, Operations and Client Service

    Sean Winthrop

    Mr. Nils
    Mr. Nils
    Chief Happiness Officer