Our People

The people behind the plan

We believe good financial advice starts with people, not products — and with an advisor who truly knows your story. That means you get a plan designed to evolve with you. Behind each of our relationships is a full team, with dedicated service staff who know your name, a real office you can walk into, and people who care.

Management TEAM

Tim Smith, AIF®

Founding Partner, Wealth Manager

Robert Musante, ChFC®

Founding Partner, Wealth Manager

Doug MacLardy, CPFA^TM, CLU®

Founding Partner, Wealth Manager

aDVISORY TEAM

Brian J. Campagna

Wealth Manager

Alexander Reed, CFP® ChFC® RICP®

Wealth Manager

Jeff MacLardy, APMA®, CPFA^TM

Financial Advisor

Taylor Smith

Wealth Manager

Adam MacDonald

Wealth Manager, Operations Manager

OPERATIONS TEAM

Dawn Federici

Registered Client Service Manager

Elizabeth Lovell

Client Service Manager

Cheryl Heltness

Client Service Associate

Alisa Howell

Administrative Assistant

Client Centered

Get In Touch

Whether you're investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.