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Meet Our Team

Nathan Auclair

Founding Partner

S. Brent Balloch, CFP®, CHFC®

Founding Partner

Amy Myers

Executive Assistant

Caroline Lorden

Advisor Assistant

Maria Vitukevich

Firm Receptionist

David Drinon

Mentor, Friend and Former Colleague

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck