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Our Team
Partners and Advisors
Mike Sheffar
CFP, CLU, CHFC
Partner and Co-Founder
Tim Potter
CLU, CHS
Partner and Co-Founder
Keith Muchan
CLU
Partner and Co-Founder
Matt Churchill
CFP, CLU, CHS
Partner
Tim Faught
B.Sc., CFP
Partner
Lewis Kent
CFP
Associate Partner
Sara La Gamba
CFP, CLU, CHS, TEP
Senior Advisor
Steve McVittie
Senior Advisor
Steve Stewart
Senior Advisor
Shayne McVittie
Associate Advisor
Andrew Muchan
HBA, CIM
Associate Advisor
Brian Sabourin
Associate Advisor
Jack Sheffar
Advisor
Dylan Samways
Advisor
Operations Support Team
Lisa Steele
Operations Leader
Financial Planning Analyst
Gerald MacKichan
Financial Planning Analyst
Marty Denomme
CFP
Financial Planner
Client Service Associates
Deb Costello
Senior Client Service Associate
Kate Waight
Senior Client Service Associate
Sheri Templeton
Client Service Associate
Pattianne Turner-Robb
Client Service Associate
Quincy Maceren
Client Service Associate
Becky Henkel
Client Service Associate
Amanda Hanlon
Client Service Associate
Sheri Iaconis
Client Service Associate
Sarah Huizinga
Client Service Associate
Leti Fernandez
Client Service Associate
Coordinator and Administration
Melissa S.
Office Administrator
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