Our Commitment
Our experience has taught us that financial planning requires a customized approach, tailored to each client's unique circumstances. The needs and circumstances of our clients are continually evolving, and so must our services and expertise.
We understand that the future is uncertain and that we can't control market trends or the economy. However, our commitment to our clients is unwavering.
We vow to maintain our expertise in all relevant financial areas, ensuring that we remain the trusted advisor our clients can depend on, regardless of what the future holds. Our focus on providing exceptional service and maintaining a commitment to our clients is within our control, and we take this responsibility seriously.
Matthew Donnelly, RICP®, CRPC®
Managing Partner / Financial Advisor
To Matt, there is nothing more rewarding than forming personal connections with his clients and witnessing them reach their goals. This is where he finds the greatest fulfillment in his work.
Michael Follese, AIF®
Business Development Associate/ Relationship Manager
Mike can connect with anyone, anywhere, and probably knows a family member or two. He is an excellent communicator; enjoying both small talk and deep, meaningful conversations. This ability allows him to fully grasp a...
Mason Sheehy, FSCP®
Financial Advisor
Mason is a natural-born leader, full of passion and charisma. He takes a great deal of pride and joy in guiding others to work together to improve themselves and their community. His desire for helping other people led...
Richard Koch
Business Development Associate
Ask Dick about any of his clients and you will quickly discover his passion for the relationships he has built over his insurance career. He truly enjoys hearing about his friends’ relationships and activities, ...
Sherry Berkowitz
Back Office Support
Past Industry Experience: Sherry has been in the financial services industry for over 25 years, managing a call center and various back-office teams. Since being a licensed Investment Advisor Representative, she provides sales and...
Shyanne Baylock
Back Office Support
Past Industry Experience: Shyanne has been in the financial services industry for over 8 years, with most of her experience in retail banking. Continued...