Award Winning Registered Investment Advisor*

New Hampshire

Serving New Hampshire Region

Unbiased Advice From Our Team

Advisory Team

Bart

Bart Leake, CFP®, EA

Financial Planner

Quinn Carranza, CFP®

Financial Planner

Peter

Peter Lombardi CFP®, MBA

Financial Planner

Zackary Royce, CFP®

Regional Director

Ryan

Ryan Perry CFP®, AIF®

Financial Planner

Steve Holdsworth CFP®, MBA

Financial Planner

Kevin

Kevin Mayo CFP®, MBA

Managing Director