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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 Operations
Learn about Andrea
Andrea Thompson
Director of Portfolio Management and Trading
Learn about Donna
Donna Dupre
Client Service Specialist
& Office Manager
Learn about Laura
Laura Bourassa
Client Service Specialist
Learn about Gabrielle
Gabrielle Franzoso
Financial Planning Associate
Learn about Terry
Teresa Perron
Receptionist
Learn about Jennette
Jennette MacDonald
Investment Operations Specialist
Learn about Abby
Abby Sullivan-Kreiss
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Book a Complimentary New Client Consultation
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