Our team

Richard Heinrich

Richard Heinrich

Senior Family Wealth Advisor

1

Mark Parlee

Senior Family Wealth Advisor

Chris Jardine

Chris Jardine

Family Wealth Advisor

Terri Battaglia

Terri Battaglia

Senior Financial Planner

Ralph Alexander

Ralph Alexander

Client Service Coordinator

Gerry Barton

Gerry Barton

Client Experience Coordinator

Brigitte Y

Brigitte Youngberg

Client Experience Coordinator

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