About
Our Team
Our Process
Our Clients
Our Investment Partners
What We Do
Laying Your Foundation
Financial Life Planning
Investment Management
Retirement Planning
Paying For College
Managing Life’s Transitions
Financial Life Planning
Investment Management
Retirement Planning
Family Transitions
Inheritance
Business Exit Strategy
Writing Your Next Chapter
Financial Life Planning
Retirement Income
Investment Management
Social Security Strategy
Estate Planning
Resources For You
Knowledge Center
Contact
Call/Meet with Sean Cook
Call/Meet with David Rucki
About
Our Team
Our Process
Our Clients
Our Investment Partners
What We Do
Laying Your Foundation
Financial Life Planning
Investment Management
Retirement Planning
Paying For College
Managing Life’s Transitions
Financial Life Planning
Investment Management
Retirement Planning
Family Transitions
Inheritance
Business Exit Strategy
Writing Your Next Chapter
Financial Life Planning
Retirement Income
Investment Management
Social Security Strategy
Estate Planning
Resources For You
Knowledge Center
Contact
Call/Meet with Sean Cook
Call/Meet with David Rucki
Home
About
Our Team
Our Process
Our Clients
Our Investment Partners
What We Do
Writing Your Next Chapter
Financial Life Planning
Retirement Income
Investment Management
Estate & Legacy Planning
Managing Life’s Transitions
Financial Life Planning
Investment Management
Retirement Planning
Social Security Strategy
Family Transitions
Business Exit Strategy
Laying Your Foundation
Financial Life Planning
Investment Management
Retirement Planning
Paying For College
Contact
Our Team
Sean Cook, CFP®, AIF®
Wealth Manager & Principal
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David Rucki
Wealth Manager
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Debbie Boyle
Manager of Client Services & Administration
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Kristen Iannotti
Administrative Assistant
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