About

Meet Our Team

Robert O'Herlihy

Senior Financial Advisor

Lucy Salvatore

Operations/Administrative Manager

Beryl E. Sorscher, CFP, CRPS

Senior Financial Advisor
Senior PIM Portfolio Manager

Pace Sorscher

Financial Advisor

Nadia Aguiar

Client Service Associate

Kenneth M. Helman

Kenneth M. Helman

Managing Principal
Branch Manager

Kevin Benoit

Chartered Retirement Planning Counselor
Financial Advisor

Paul Thomasset

Paul Thomasset

Financial Advisor

Douglas Ward

Senior Financial Advisor

James Lugo

Senior Financial Advisor

Why Invest With Us

Why Invest With Us

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Why Invest With Us