A COLLABORATIVE TEAM to count on

We believe that everyone has their own talents and wisdom to share with the world and each other, which is why drawing on each other’s expertise and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins-and-outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Stacey Maham yearbook image
Stacey R. Maham, CFP®, CDFA®, CPFA® CPFATM
Vice President, Investments Financial Advisor
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Bradford Marcotte
Registered Business Coordinator
Always here for you

 

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