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Our Team

We live and work in the communities we serve. It is our mission to truly understand our clients, their individual wants, and how guide them to achieve their financial goals today and tomorrow.  Get to know the team.

Our Advisors

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Daniel Girard, Jr., LUTCF®

Managing Partner, Founder, Financial Advisor

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Michael R. Crotty, CFP®

Managing Partner, Financial Advisor

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Elisa Chan, CFP®

Managing Partner, Financial Advisor

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George Goulas, MBA

Financial Consultant
 

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Christian Schneider

Financial Advisor
 

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Jasen Dahm, CFA®, CPA

Strategic Investment
Partner, TAG Advisors

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Check the background of investment professionals on FINRA’s BrokerCheck.

Our Client Services Team

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Kara Secino

Client Services Associate
 

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Maeve O’Callaghan

Client Services Associate
 

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Patricia Fayter

Operations Leader,
Client Services Associate

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Julia Dias

Client Services Associate
 

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Millbury
Office

7 South Main Street
Millbury, MA 01527
Phone: 508-865-9599

Wrentham Office

40 South Street #1
Wrentham, MA 02093
Phone: 508-865-9599

Manchester Office

409 Elm Street, #1
Manchester, NH 03101
Phone: 508-865-9599 

Interested in learning more about what it’s like to be a part of our team?

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Are you an advisor looking to join an independent firm that is growing and innovating? We are always looking for good people! Get in touch today.

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