Helping you reach your maximum wealth potential.

Our goal is to create a strategy that supports what you care about most such as educating your children, being financially stable after retirement, and properly distributing your wealth.
paul barry-financial advisor

Paul Barry

Partner / Financial Advisor
sarah howland-admin

Sarah Howland

Tax / IRA / Managed Money Admin
julie reardon-admin

Julie Reardon

Life / Disability / 401K Admin
joshua wildasin-cpa

Joshua Wildasin

CPA
jennifer immel-stark financial accountant

Jennifer Immel

Senior Accountant
derik mesquita-financial services

Derik Mesquita

Financial Services Professional
andy roman-medicare specialist

Andy Roman

Financial Services Professional
jason marks-stark financial

Jason Marks

Staff Accountant