OUR TEAM

Meet the Experts Behind Our Success

Joseph J. Bourque

Chief Compliance Officer, Investment Advisor

Sangam Dahal

Investment Advisor Representative

Jacob Wharton

Investment Advisor Representative

Anton Farquharson

Investment Advisor Intern

BEGIN PLANNING

Chart Your Path Forward

Take the next step toward clarity and confidence in your financial life. Our advisors are here to guide you through every stage. Schedule your introductory consultation today.

Book Your Consultation

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