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A Team of Specialists

Our team includes seasoned professionals and a friendly supporting staff. 

Most of our advisors have over 20 years of financial services experience.

Marco Lima, CFP®

CEO, Wealth Advisor

 

Adam C. Anderson, CFP®

Director of Alternative Investments

 

Alison Cogan, CPA

Director of Tax Services

 

Paul S. Plemenos

Director of Wealth Management

 

Beth P. Wahlig

Director of Socially Responsible Investing

 

Dalton Chandler, MBA, APMA

Wealth Advisor

 

Jonathan DeBrito

International Wealth Advisor

 

Joseph Verile, CRPC®

Financial Advisor and Operations Manager

 

Carol Kupetz

Director of Client Services

 

Jolaine Richmond

Client Experience Coordinator

 

Fernanda Thompson-Lima

International Business Manager

 

Nicholas Thompson 

Operations Assistant

 

What are you waiting for?

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