Associates
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DAN BOONE CFP®, CRPC®, CLU®
Managing Partner
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PETER N. LAMURAGLIA, CFP®, CLU®, CHFC®
Managing Partner
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JAMES E. WILKIE, CFP®, CHFC®, CLTC®
Managing Partner
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GINA MCCORMICK, CRPC®
V.P. of Operations
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Christopher Spaugh
V.P., Investment & Wealth Management Assistant
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Ed Parent
Executive Administrative Assistant
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Carol Boone
Client Relations & Marketing Manager
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Benjamin Haskell
Administrative Assistant
