200 Fifth Ave. Waltham, MA 02451
(781) 290-4900
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Advisors

David M. Duchesneau, Esq., CPA, CFP®

Founder, Chief Executive Officer

Kim Morrow, CFP®, CDFA®

Senior Financial Advisor

Jeffrey J. Harrington, Esq., CFP®

Senior Financial Advisor

David Shaw

Associate Advisor

William T. Baldwin, Esq.

Founder, Managing Director

Lynn Waples, CFP®

Senior Financial Advisor

Oliver Ball, CFP®

Advisor

Richard D. Kahn, JD, L.L.M.

Managing Director, Chief Compliance Officer

Matthew Conroy, Esq., CFP®

Senior Financial Advisor

Joseph E. Henry

Associate Advisor