Kevin MacIntyre

Kevin MacIntyre

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

617-725-1739
Scott Grenert

Scott Grenert

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

617-725-1728
Jeffrey Gomer

Jeffrey Gomer, CRPC®

Senior Financial Associate

617-725-1793
Lindsay Tavano

Lindsay Tavano, APP

Registered Client Associate

617-725-1791

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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