Hrefna S. Martin, CFP® Financial Counselor Scott M. Bogan Investment Advisor, Capital Markets Strategist Alessandra (Allie) DiMauro, CFP®, AEP® Financial Counselor Ann D. Jevne, CPA, PFS, CFP®, AEP® Investment Advisor John (Jack) F. Farrell Senior Vice President Deborah J. Lindstrom, Esq. Investment Advisor
Alessandra (Allie) DiMauro, CFP®, AEP®
Allie joined the firm in 2014.
works closely with clients to help them achieve their financial goals by advising on asset allocation, investment management, and financial planning.