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Meet Our Team
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Learn about Kerri
Kerri Sullivan-Kreiss
President, Financial Consultant
Learn about Morgan
Morgan Kreiss
Financial Advisor
Learn about Rachel
Rachel Foskett
Director of Client Relations
Learn about Andrea
Andrea Thompson
Research Analyst
Learn about Donna
Donna Dupre
Client Service Specialist
Learn about Gabrielle
Gabrielle Franzoso
Financial Planning Intern
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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