First Name* Last Name* Your Email* Company Name Address Suite or PO Box City Providence/State/Region Postal Code/Zip Code How did you find out about us? How can we help you?
Pictured left to right: Amanda O’Neill, Steven Catapano, Robert Tendler, Maura Mayer, Jonathan Shippee, Tina Laczynski
Robert Tendler, CFP®, CLU Managing Partner
Steven Catapano Chief Operating Officer
Jonathan Shippee, CFP®, MBA Senior Wealth Advisor
Maura Mayer Director of Client Services
Tina Laczynski Sales Assistant
Amanda O’Neill Front Desk Coordinator
