CFP® -- Oversees all phases of the financial planning process, including recommendation and implementations; meets with existing and prospective clients.

CFP® -- Works interchangeably with Senior Financial Planner with all new clients and increasingly more with existing clients.

CFP® -- Joined the firm in August 2009 with over 10 years of securities industry experience. Serves as an Investment Advisor Representative for her clients as well as the firm's existing clients.

Serves as financial officer of the company.

Serves as initial contact person in gathering data for client reviews; verifies, calculates and updates values of assets in clients' portfolios; maintains database of clients' assets.

Involved in implementing client digital financial plan recommendations/action items; responsible for producing the newsletter and maintaining the website; assists with answering phones.

Processes life, disability, and long-term care insurances; assists with mutual fund transactions and financial processing; assists with answering phones.

CLA -- Responsible for billing, preparation of forms, answering phones and incoming mail; assists with trust and estate work.

Responsible for office filing and maintaining fund literature.