Our People

Our principals are involved in key decisions that affect our clients, and are always available for consultation.

Betty J. Harris

Betty J. Harris

Office Manager

Frederick M. Pryor

Frederick M. Pryor

Esq., Consultant

Ashley A. Meany

Ashley A. Meany

Trading and Investment Research Associate

Daniel S. Kern

Daniel S. Kern

CFA®, CFP®, Chief Investment Officer

Thomas E. Hudson

Thomas E. Hudson

CFA®, Director of Investment Research

Constance H. Wyllie

Constance H. Wyllie

Chief Compliance Officer, Director of Client Service & Operations

Michael P. Sullivan

Michael P. Sullivan

Manager of Operations & Business Analytics

Cara McCartin

Cara McCartin

Client Service Assistant

Steven D. Smith

Steven D. Smith

Client Service Associate

Scott A. Swartz

Scott A. Swartz

CFP®, Vice President

Leann N. Sullivan

Leann N. Sullivan

CFP®, Vice President

Michelle A. Herd

Michelle A. Herd

CFP®, Senior Client Advisor

Mary M. Evans

Mary M. Evans

CFP®, Senior Client Advisor

Jane Taubner Barney

Jane Taubner Barney

JD, CFP®, CDFA Senior Client Advisor

Renée Kwok

Renée Kwok

CFP®, President & CEO

James L. Joslin

James L. Joslin

CFP®, Chairman