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Our Team

Meet the Team
Who You'll be Working With

Peter Laurenzo

Peter Laurenzo, 

CFP®

Founder

Jason Laurenzo

Jason Laurenzo, 

CPFA®, CMFC®, AWMA®

CEO

Gavin Heffernan, CPFA®

Gavin Heffernan

Financial Representative

Dale Walts

Dale Walts,

CLTC

Financial Representative

Jack DeBevoise

Jack DeBevoise,

CLU

Employer Group Benefits Consultant

Carol Sweeney

Carol Sweeney

Employer Group Benefits Consultant

Colleen Shepardson

Colleen Shepardson

Client Services

Greg Kidd

Greg Kidd

Tax Analyst

Amanda Lewsey

Amanda Lewsey

Financial Representative

When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More