Our Team Is Risk Keeping You Upat Night? Executive Management Cassandra ToroianFounder Chief Investment Officer Cassandra ToroianFounder Chief Investment Officer Jacquelyn K. BlueChief Compliance Officer Chief Financial Officer Director of Operations Jacquelyn K. BlueChief Compliance Officer Chief Financial Officer Director of Operations Jacqueline ReevesHead of Portfolio Strategy and Research Senior Investment Advisor 401(k) Advisory Services Manager Jacqueline ReevesHead of Portfolio Strategy and Research Senior Investment Advisor 401(k) Advisory Services Manager Client Relationship Team Ellen P. SheaSr. Client Specialist CFP®, CFA Senior Investment Advisor Ellen P. SheaSr. Client Specialist CFP®, CFA Senior Investment Advisor Andres BonellSenior Investment Advisor Andres BonellSenior Investment Advisor Sally LawsonSenior Investment Advisor Sally LawsonSenior Investment Advisor Melissa QuinSr. Financial Solutions Consultant Melissa QuinSr. Financial Solutions Consultant Sally LawsonSenior Investment Advisor Sally LawsonSenior Investment Advisor Finance and Operations Irene SoleAdministrative Assistant Office Manager Irene SoleAdministrative Assistant Office Manager Let's Talk. Make an Appointment