About

Meet Our Team

Kenneth M. Helman

Kenneth M. Helman

Managing Principal
Branch Manager

Beryl E. Sorscher, CFP, CRPS

Senior Financial Advisor
Senior PIM Portfolio Manager

Douglas Ward

Senior Financial Advisor

Gail Miller

Senior Financial Advisor

Howard Miller

Financial Advisor

James Lugo

Senior Financial Advisor

Katherine Bizub

Client Associate

Kevin Benoit

Chartered Retirement Planning Counselor
Financial Advisor

Lucy Salvatore

Operations/Administrative Manager

Nadia Aguiar

Client Service Associate

Pace Sorscher

Financial Advisor

Paul Thomasset

Paul Thomasset

Financial Advisor

Robert O'Herlihy

Senior Financial Advisor

Why Invest With Us

Why Invest With Us

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Why Invest With Us