Our Team

Brian is a Newburyport native and is committed to working in the community he loves with a focus on a personal, one-on-one approach to investment management. Brian's first entry into the financial industry was with State Street Bank in 2001. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds the FINRA Series 7, Series 66, and Series 24 registrations through LPL Financial. In his free time, Brian enjoys spending time with his family and fitting in an occasional round of golf.

Also a CERTIFIED FINANCIAL PLANNER™ Practitioner, Charlie's goal is to provide clients with exceptional service and advice. A graduate of the United States Military Academy at West Point, he holds the FINRA Series 7, Series 66, and Series 24 registrations through LPL Financial and is a LPL Registered Principal. In his free time, Charlie enjoys exercising and spending time with his girls.