Meet Your Team

We work hard to make things easy for you, to make it effortless, to simplify, to keep things hassle-free, to be straightforward and clear.

Kevin Burns

Founding Partner

Jim Pratt-Heaney

Founding Partner, CIMA®

Bill Loftus

Founding Partner

Jeff Fuhrman

President

Mike Kazakewich

Partner / Advisor / Director of Planning, CRPC®, CFP®

David James

Advisor / Managing Director

Emily Clare Cafasso

Advisor

Kimberly Nelson

Advisor, CFA®, CDFA

Jeff Kalapos

Director of Investment Services, CIMA®

Liz Perez

Director of Compliance

Julie Streenz

Director of Advisory Services

Michael Twomey

Director of Operations

Deirdre Childs

Director of Marketing

Nikki Livolsi

Support Advisor, JD

Brittany Owen

Support Advisor, CFP®

Nicholas Zaccour

Support Advisor, CRPC®

Bethany Leduc

Support Associate

Michael Caruso

Client Service Associate, ChFC®

Peter Ciaccia

Client Service Associate

Marina Meltz

Client Service Associate

Flavio Sampaio

Client Service Associate

Bill Garcia

Operations Strategy Associate

Brett St. John

Investment Strategy Associate

Alfonzo Fernandez

Portfolio Administrator

Kim Forcier

Business Operations Administrator

Krisztina Banfalvi

Billing Associate

Christine Pollander

Personal Assistant