Team

hapanowicz

Robert E Hapanowicz, AIF®
President, Founder & Owner

robert

Robert S. Gibb III, CFP®, CTS™
Managing Director, Financial Planning

carter

Bernard E. Carter, Jr., CFA ®, CFP ®
Managing Director, Investment Strategist

blodgett

Ryan Blodgett
Director of Operations

christina

Christina Hapanowicz
Financial Advisor

dana

Dana Williams
Client Service Associate