View Our Customer Relationship Summary

WHO WE ARE

OUR TEAM

Jim McGoldrick, CFP

Partner, Wealth Management Advisor

Jim McGoldrick, CFP

Partner, Wealth Management Advisor

Jim Boyd, CFP

Partner, Wealth Management Advisor

Jim Boyd, CFP

Partner, Wealth Management Advisor

Adam Bykowski

Wealth Management Advisor

Adam Bykowski

Wealth Management Advisor

Elizabeth Crandall

Client Relations Specialist
Client Reviews Coordinator

Elizabeth Crandall

Client Relations Specialist
Client Reviews Coordinator

Elizabeth Bratton

Client Relations Specialist
Retirement Education Class Coordinator

Elizabeth Bratton

Client Relations Specialist
Retirement Education Class Coordinator
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