Our Team

 
  • Joseph T. Covill, AIF®, CRPC®

    Managing Partner | Accredited Investment Fiduciary®

  • Robert E. Tubridy Jr., CFP®, MBA, ChFC®


    Partner | Financial Advisor

  • Michael Bartolotta Jr., CFP®, AIF®


    Partner | Accredited Investment Fiduciary®

  • Kristen Kania, CFP®, CRPC®, APMA®, AIF®

    Financial Advisor

  • Lisa Bombardier


    Executive Assistant

  • Brittany B. Covill


    HR Coordinator

  • Melissa Gran

    Client Associate