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Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Thomas Price

Thomas Price, MBA, CWS®, CRC®, AIFA®

Director of Wealth Management

Connor Price

Connor Price

Chief Investment Officer

Thomas Cripps

Thomas Cripps, CPA

Chief Financial Officer

Matt Clarin

Matt Clarin

Chief Technology Officer

Kerry Bean

Kerry Bean, CPA, ABV

Business Valuation Advisor

Tessa Keena

Tessa Keena, CPA

Accounting Solutions Advisor

Heather Halligan

Heather Halligan, MBA

Marketing Manager

Lynette Rogell

Lynette Rogell

Client Relations Associate

Kenzie Zuchowski

Kenzie Zuchowski

Client Relations Associate

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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