Client Experience

Matthew A. McFarland, Portfolio Manager; Geoffrey K. Alexander, President; Brian H. Noyes, Portfolio Manager; Michele M. Whitmore, Portfolio Administrator Manager


We’re dedicated to your success. What you’ll experience with your team is a collaborative, results-driven relationship with a focus on your needs, aspirations and goals. Your advisors will become an extension of your family. We are there when you need us and work tirelessly to ensure your financial legacy.