OUR TEAM
Our professionals are dedicated to delivering exceptional performance and service with an unwavering focus on you and your best interests.
PARTNERS
Gregg Miles
Founder & Managing Partner
James Masur
Partner
Robert Bourque
Partner
Matt Clayson
Partner
Justin Hayward
Partner
Michael Papaz
Partner
FINANCIAL ADVISORS & BUSINESS DEVELOPMENT
John DiRuggiero
Heather Yetman
Stephen Johnson
Tim Legere
RELATIONSHIP MANAGERS
Stephen McGrath
Maureen O'Connell
Peter Cimorelli
Thomas Scotten
Client Service Team
Kerri Casey
Gretchen Filoon
PLANNING SPECIALISTS
Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.
Dan Murphy
Perry Smith
Andrew Gordon
Todd Seresky
Benjamin Taylor