Our Team

Gary Walker, CRPS^®

Founding Partner, Northeast Divisional Vice President, Wealth Manager

Read Bio

R. Christopher Nee

Founding Partner, Managing Director,
Wealth Manager

Read Bio

William Puduski, AAMS^®

Partner, Vice President,
Financial Advisor

Read Bio

Matthew Kelly

Partner, Vice President,
Registered Client Administrative Manager

Read Bio

Derrick LaBranche

Partner, Vice President,
Wealth Management Associate

Read Bio