Associates

 
  • Luke T. Sotir, JD

    Luke T. Sotir, JD

    Managing Partner

    Wellesley,MA
  • Matthew J. Sotir

    Matthew J. Sotir

    Managing Partner

    Wellesley,MA
  • Richard Webber, ChFC, CLU

    Richard Webber, ChFC, CLU

    Financial Professional

    Hingham,MA
  • Robert Abbott

    Robert Abbott

    Financial Professional

    Wellesley,MA
  • James Carroll, ChFC, CLU

    James Carroll, ChFC, CLU

    Financial Advisor

    Wellesley,MA
  • Susan Fazzio

    Susan Fazzio

    Administrative Assistant

    Wellesley,MA
  • Christopher A. Flanders, MBA, MSFP, CFP®

    Christopher A. Flanders, MBA, MSFP, CFP®

    Financial Planner

    Buzzards Bay,MA
  • Michael Franchella

    Michael Franchella

    Financial Professional

    Wellesley,MA
  • James E. Gagne

    James E. Gagne

    Retirement Plan Specialist

    Wellesley,MA
  • Joshua A. Gould

    Joshua A. Gould

    Financial Advisor

    Wellesley,MA
  • Julie Kujawski, MBA

    Julie Kujawski, MBA

    Relationship Coordinator

    Wellesley,MA
  • Katie McDonald

    Katie McDonald

    Financial Professional

    Wellesley,MA
  • James R. Corrente, CLU

    James R. Corrente, CLU

    Financial Advisor

    Wellesley,MA
  • Poonam Walia, CFP®

    Poonam Walia, CFP®

    Financial Professional

    Worcester,MA
  • Donna L. Walsh, MBA, CRPC

    Donna L. Walsh, MBA, CRPC

    Financial Professional

    Wellesley,MA
  • Timothy Weaton

    Timothy Weaton

    Financial Consultant

    Wellesley,MA
  • Jennifer Marshall

    Jennifer Marshall

    New Business Case Manager and Executive Assistant

    Wellesley,MA