Browse through our site and make yourself at home.  Our mission is focused on providing the most thorough financial planning and advice available for each generation of our clients. It is our goal to deliver excellent service that exceeds our client's expectations.


Our Financial Advising is provided by:

  • Andrew R. Beaudry, CFP®, CLU®, ChFC®, CASL®, Registered Principal

  • Edward J. Garbacik, CFP®, AIF®,  Financial Advisor

  • Melissa S. Hall, Financial Advisor

Our administration staff includes:

  • Shannon B. Asselin, Executive Administrator

  • Marissa E. Coyle, Administrator