Who We Are

 
  • Jamie Upson, CFP®, CMFC, AAMS

    President & CEO

  • David Juliano, CLU, ChFC, RICP

    Senior Financial Advisor

  • Andrew Nadeau, CFP®

    Senior Financial Advisor

  • Chris Gauthier, CFA

    Chief Investment Officer

  • Jena Santa Anna

    Relationship Manager

  • Amanda Sylvia

    Client Service Associate

  • Christine Casallas

    Client Service Associate