Our Team
Gregory Fortier, CFA®
Financial Advisor
Greg applies over 10 years of experience as he provides customized wealth management and retirement planning strategies to individuals and families. He works closely with his clients to ensure that their financial strategies are...
John McAvoy
Business Development Consulant
John has been helping successful individuals, business owners and public corporations enhance and preserve their wealth since 1992. He understands the complicated nature of today’s financial world. His experience, creativity and...
Patrick Collins
Financial Paraplanner
Patrick is a client services associate at our Marshfield office, where he plays a vital role in supporting Greg’s practice. A graduate of Westfield State University, Patrick earned his degree in Business Management with a concentration...
Jazmine Studley
Operations Associate
Kathryn Costello
Marketing Coordinator