Associates

 
  • DAN BOONE CFP®, CRPC®, CLU®

    DAN BOONE CFP®, CRPC®, CLU®

    Managing Partner

  •  PETER N. LAMURAGLIA, CFP®, CLU®, CHFC®

    PETER N. LAMURAGLIA, CFP®, CLU®, CHFC®

    Managing Partner

  •  JAMES E. WILKIE, CFP®, CHFC®, CLTC®

    JAMES E. WILKIE, CFP®, CHFC®, CLTC®

    Managing Partner

  • GINA MCCORMICK, CRPC®

    GINA MCCORMICK, CRPC®

    V.P. of Operations

  • Christopher Spaugh

    Christopher Spaugh

    V.P., Investment & Wealth Management Assistant

  • Carol Boone

    Carol Boone

    Client Relations & Marketing Manager

  • Benjamin Haskell

    Benjamin Haskell

    Administrative Assistant