Your Team

Planners

Adam J. Finch

CFP®

Co-Founder, CERTIFIED FINANCIAL PLANNER™

Michael D. Rautiola

CFP®

Co-Founder, CERTIFIED FINANCIAL PLANNER™

Matthew T. Bowden

CFP®, CLU®, ChFC®

CERTIFIED FINANCIAL PLANNER™

Administrative Team

Bryan Bruce

Director of Operations

Laura Modjeski

Client Services Manager

Ellen Miller

Client Services Associate

Phil Hollander

Financial Planning Administrative Assistant

Dan Baja

Financial Planning Administrative Assistant

Operations

Erin Harlow

Client Operations Manager

Leslie Remy

Senior Client Operations Associate

Laura Paris

Client Operations Associate

Drake Doyle