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CONNECT

Address:

199 Rosewood Drive, Suite 200
Danvers, MA 01923

Phone:

978.624.3000

Fax/Other:

978.624.3007

Who We Are

 
  • Jamie Upson CFP®, CMFC, AAMS

    President & CEO

  • David Juliano, CLU, ChFC, RICP

    Senior Financial Advisor

  • Jena Santa Anna

    Paraplanner

  • Christine Casallas

    Client Service Associate

  • Chris Gauthier, CFA

    Chief Investment Officer

  • Amanda Sylvia

    Client Service Associate

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck