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Meet the Team

EXCELLENCE AND COMMITMENT

Our dedicated, highly experienced team brings deep expertise in financial planning, asset management, and risk management with a particular focus on serving the unique needs of families and business owners.

Advisors

Stephen P. Feehan MBA, AEP®, CLU®, CFP®, CPWA®

Founder and Private Client Advisor

Paul J. Donohue CFP®

Retirement Plan Specialist and Private Client Advisor

Service & Operations Team

Daniel J. Reynolds MPA, RHU®

Director of Operations

Sue Moss

Director of Employer and Participant Operations

Elisa Bushaw CRPS®

Retirement Plan Associate

Steven J. Pierce MBA, CFP®, ChFC®, CLU®, RICP®

Director of Planning Operations

Nicholas J. Ponterio

Client Service Representative

Cassandra Bowman B.A.

Client Service Representative

Shelley Barker

Business Manager