Team

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

  • Christine Byrne, MBA, CRPS®

    Partner
    Wealth Advisor
  • Sarah Halpin B&W Headshot

    Sarah Halpin, CFP®

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

    Sophie Halpin, CFP®

    Financial Advisor
    Chartered SRI Counselor™
  • Joel Ouellette B&W Headshot

    Joel Ouellette

    Financial Advisor
  • Sheila Menair B&W Headshot

    Sheila Menair, CDFA®

    Wealth Advisor
  • Isabelle Barton B&W Headshot

    Isabelle Barton

    Communications Manager
  • Mary Beth Brown B&W Headshot

    Mary Beth Brown

    Senior Client Service Administrator
  • Laura Gebhart B&W Headshot

    Laura Gebhart

    Client Relationship Manager
  • Erin Chenard B&W Headshot

    Erin Chenard

    Client Relationship Manager
  • Caroline Hilton

    Client Service Administrator