Get in Touch

Visit Us

201 Jones Road, Suite 620
Waltham, MA 02451

Let's Connect

Company Directory

Chris Battersby,  CFP®, CLU®, ChFC®, CAP®, MSFS, RICP®

Co-Founder and Partner

Michael Broderick,  CFP®, CLU®, ChFC®, CAP®, RICP®

Co-Founder and Partner

Duke Martin,  CLU®, CFP®

Financial Advisor

Chris Eppich,  CLTC®

Financial Advisor

Joanna Antonopoulos,  CLU®, CFP®

Financial Advisor

Patrick Battersby

Financial Advisor

Rory McNabb

Financial Advisor

Nathan McKearney

New Client Onboarding Specialist

Gina Paone Cueva

Customer Relations Specialist

Michael Stathopoulos

New Business Representative

Brandy Pereira

Licenses Service Assistant