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Meet Our Team
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Learn about Kerri
Kerri Sullivan-Kreiss
President, Financial Advisor
Learn about Morgan
Morgan Kreiss
Financial Advisor
Learn about Rachel
Rachel Foskett
Director of Operations
Learn about Andrea
Andrea Thompson
Director of Portfolio Management and Trading
Learn about Laura
Laura Bourassa
Client Service Specialist
Learn about Jennette
Jennette MacDonald
Investment Operations Specialist
Learn about Terry
Teresa Perron
Receptionist
Learn about Abby
Abby Sullivan-Kreiss
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Book a Complimentary New Client Consultation
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