Managing your financial life is not just about money.

Team

Advisors

Michael McNamara

PhD, CFP®
Senior Partner
Certified Financial Planner™

Justin McNamara

CFP®
Vice President
Director of Investments
Certified Financial Planner™

Alyssa McNamara Reed

CFP®
Certified Financial Planner™

Kirk Reed

CFP®
Certified Financial Planner™

Service Associates

Cheryl Klim

Client Service Associate

Laurie Cantwell

FPQP™ Financial Paraplanner Qualified Professional™

Kathy Quinn

Client Service Associate

Key Staff

Deanna Hutchinson

Operations Manager

Mary Beth Hillson

Administrative Assistant