Our Team

Geri DiBona assists Stephen and his practice in a variety of areas, including managing office activities, providing excellent client care, scheduling appointments, and handling bookkeeping and marketing duties. She is also a Notary...

Matthew H. Eaton, CLU, ChFC, CFP®, has more than 30 years of financial planning and investment strategy experience. He assists our clients with estate and charitable planning, business succession planning, and executive benefits. 

Andrew T. Doughty, CFP®, CIMA® bring more than 10 years of financial services industry experience to his role as Financial Planner.  He provides technical support and financial planning services to the firm.