Financial Planning

The Team — Financial Planning


Lisete Bairos
 
Operations Manager
Trish Gildea
CFP®
Senior Financial Planner
Carol-Jean Higgins
CPA, PFS
Director of Tax Management Services
William Lamprey
CPA
Senior Tax Specialist
Sarah Lawrence
 
Staff Accountant
Peter Manning
CPA, PFS, MST
President
Moira McCarthy
 
Administrative Assistant