Meet Your Team

 

We work hard to make things easy for you, to make it effortless, to simplify, to keep things hassle-free, to be straightforward and clear.

Kevin Burns

Founding Partner

Jim Pratt-Heaney

Founding Partner, CIMA®

Bill Loftus

Founding Partner

Mike Kazakewich

Partner / Advisor / Director of Planning, CRPC®, CFP®

David James

Advisor / Managing Director

Kimberly Nelson

Advisor, CFA®, CDFA

Sarah Simon

Advisor, JD

Jeff Kalapos

Director of Investment Services, CIMA®

Liz Perez

Director of Compliance

Michael Twomey

Director of Operations

Henry Habgood

Director of Advisory Services

Nikki Livolsi

Support Advisor, JD

Christopher Sceusa

Support Advisor

Nicholas Zaccour

Support Advisor, CRPC®

Michael Caruso

Client Service Associate, ChFC®

Steven Morrison

Financial Analyst, CAIA®

Alfonzo Fernandez

Portfolio Administrator

Kim Forcier

Business Operations Administrator

Christine Smith

Executive Assistant

Christine Pollander

Personal Assistant