Who We Are
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Jamie Upson, CFP®, CMFC, AAMS
President & CEO
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David Juliano, CLU, ChFC, RICP
Senior Financial Advisor
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Chris Gauthier, CFA
Chief Investment Officer
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Joe Gauvin, CFP®
Senior Financial Advisor
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Jena Santa Anna
Relationship Manager
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Amanda Sylvia
Senior Client Service Associate
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Christine Casallas
Billing & Client Service Associate
