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BOOK A MEETING

Feel free to navigate below to book a meeting with an advisor. If you are looking for a meeting time
thats not available or need some help feel free to give us a call at 617-471-6800.

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Sara Kappos

Vice President and Financial Advisor

CFP®, CCFS™

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Daniel Romaine

Founder and Financial Advisor

CFP®,ChFC®,CLU®,AIF®

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Dan & Sara

Team Meeting

Meeting with both advisors for comprehensive planning.

CLIENT SERVICE

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Sue

Operations Manager

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Jen

Lead Client Service Associate

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