SCHEDULE A DISCOVERY CALL TODAY!

Make an appointment! Schedule your 30-minute, no-obligation discovery call online. Find the time in our calendar that best fits your schedule and provide as much or as little information about your situation and your motivation to reach out to us as you feel comfortable. Come prepared with your questions and let’s have a conversation.

Eric Boyce

President & CEO

Chief Investment Officer




Lindsey Sharpe

Vice President, Financial Planning

Director of Client Relationship Management




Kelly Freeman

Vice President, Financial Planning

Director of Business Development




Jonathan McQuade

Senior Wealth Manager




Ian Kloc

Assistant Vice President,

Wealth Management


Lindsey Sharpe

Vice President, Financial Planning

Director of Client Relationship Management

Kelly Freeman

Vice President, Financial Planning

Director of Business Development


Eric Boyce

President & CEO

Chief Investment Officer




Ian Kloc

Assistant Vice President,

Wealth Management




Jonathan McQuade

Senior Wealth Manager




Eric Boyce

President & CEO

Chief Investment Officer


Lindsey Sharpe

Vice President, Financial Planning

Director of Client Relationship Management

Kelly Freeman

Vice President, Financial Planning

Director of Business Development




Ian Kloc

Assistant Vice President,

Wealth Management


Jonathan McQuade

Senior Wealth Manager