About

Meet Our Team

Kenneth M. Helman

Kenneth M. Helman

Managing Principal
Branch Manager

Robert O'Herlihy

Senior Financial Advisor

Kevin Benoit

Chartered Retirement Planning Counselor
Financial Advisor

Paul Thomasset

Paul Thomasset

Financial Advisor

Douglas Ward

Senior Financial Advisor

James Lugo

Senior Financial Advisor

Lucy Salvatore

Operations/Administrative Manager

Nadia Aguiar

Client Service Associate

Why Invest With Us

Why Invest With Us

Learn More
Why Invest With Us