Team

Our advisors are approachable, lifelong learners, who are committed to be a force for good.

  • Christine Byrne Headshot

    Christine Byrne, MBA, CRPS®
    Partner
    Wealth Advisor
  • Sarah Halpin Headshot
    Sarah Halpin B&W Headshot

    Sarah Halpin, CFP®
    Partner
    Wealth Advisor
    Certified Business Exit Consultant®
    Certified Plan Fiduciary Advisor®
  • Sophie Halpin Headshot
    Sophie Halpin B&W Headshot

    Sophie Halpin, CFP®
    Financial Advisor
    Chartered SRI Counselor™
  • Joel Ouelette Headshot
    Joel Ouellette B&W Headshot

    Joel Ouellette
    Financial Advisor
  • Sheila Menair Headshot
    Sheila Menair B&W Headshot

    Sheila Menair, CDFA®
    Wealth Advisor
  • Isabelle Barton Headshot
    Isabelle Barton B&W Headshot

    Isabelle Barton
    Communications Manager
  • Mary Beth Brown Headshot
    Mary Beth Brown B&W Headshot

    Mary Beth Brown
    Senior Client Service Administrator
  • Laura Gebhart Headshot
    Laura Gebhart B&W Headshot

    Laura Gebhart
    Client Relationship Manager
  • Erin Chenard Headshot
    Erin Chenard B&W Headshot

    Erin Chenard
    Client Relationship Manager
  • Caroline Hilton Headshot

    Caroline Hilton
    Client Service Administrator