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Meet Our Team

LEADERSHIP

Alexander B Bierce J.D., CFP®, AEP®

Partner and Co-Founder

Christopher M Coyne CFP®, CLU®

Partner and Co-Founder

Michael J. Mullarney CLU®, ChFC®, CFP®, AEP®

Partner and Co-Founder

Jonathan Edwards Romero JrCLU®, ChFC®, RICP®, CLTC®

Partner and Co-Founder

TEAM

Philomena Daly Billman

Financial Representative

Rebecca P Costanza

Director of Operations

Virginia M Coyne CFP®, J.D.

Victoria Cruz

Marketing Coordinator

Cameron Falino

Associate Financial Representative

John Fitzgerald J.D.

Molly Nagy CFP®, ChFC®, CLU®, RICP®, CASL®

Insurance and Planning Associate

Bridget O'Brien

Chief Marketing Officer

Ryan Paradis CLU®

Associate Wealth Management Advisor

Gabriella Schirripa

Investment Operations Associate

Richard Sharpe

Jacqueline Zirkman