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 Relationship Manager
Adrianna Le, CFP®
Financial Planning Associate
Cynthia Peralta
Operations Manager
Maggie Cleary
Practice Manager
Stephanie Wynne
Insurance Operations
Jibri Woods
Client Service Associate