Our Foxborough, MA Team

Wealth Advisors

Kevin J. Cicci

CEPA®, AIF®, CPFA®, PPC®
Managing Director, Partner & Wealth Advisor

Jose Lopes

ChFC®, AIF®, CPFA®
Wealth Advisor

Matt Kory

AIF®, PPC®, CPFA®
Retirement & Wealth Advisor

Operations

Kimberly Flynn

Director of Financial Planning

Liz Barton

Client Relationship Manager

Patrice Kennard

Special Projects and Operations Manager

Thomas B. Fecteau

Client Relationship Manager

Tina Cicci

Director of Strategy and Marketing

Diane Lania

Client Service & Operations Associate

Christy Moos

Client Services & Operations Associate

Tricia Adamonis

Associate Financial Representative, Retirement Plan Services

Kirk Leach

Finance Intern

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Mike Valenti

CPA, CFP®
Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner