Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Christopher Fredo, CFP®, CLU®, ChFC®, RICP®, CASL®, CLF®

Christopher Fredo, CFP®, CLU®, ChFC®, RICP®, CASL®, CLF®

Founder, Private Wealth Manager

Jon Loranger

Jon Loranger

Chief Operations Officer, Chief Compliance Officer

Cassandra Gonzalez, IACCP®

Cassandra Gonzalez, IACCP®

Compliance Coordinator

Maggie Dumas

Maggie Dumas

Service Coordinator