Our Team
John E. Girouard, CFP®, ChFC®, CLU®, CFS®
President and CEO
Richard A. Weinberg, CPA
Executive Vice President & CFO
Dionne C. Thompson
Chief Operations Officer
Robert 'Bo' Brinkman, CFP®
Financial Advisor
Patrick Johnson
Director of Financial Planning
Claire Kennedy
Client Services Manager
Adrianna Le
Financial Planning Associate
Cynthia Peralta
Operations Manager
Maggie Cleary
Practice Manager
Stephanie Wynne
Insurance Operations
Jibri Woods
Client Service Associate