182 Turnpike Road
Certified Financial Planner™
Since 1984, Gerry Dufault has been helping people gain control of their complex financial lives. Gerry takes a prudent, long-term approach to help ensure that your goals, objectives, and risk tolerance are properly considered and managed.
Gerry specializes in helping people make the switch from work-life to retirement. This is when there is a shift from a need for returns on investments to a need for reliability of income. Helping you maintain your retirement lifestyle is paramount. Gerry will provide you with information and resources as well as recommend solutions and strategies so that you can make informed decisions about your financial situation. With his many years of experience he can help you:
Call now and let's start a conversation about your goals.
Managing Director, Employee Benefits
Businesses seeking to attract, retain, and reward current and future employees have consulted with Gregg for over twenty-five years.
Chief Compliance Operations Officer
Chief Investment Officer
Michael is a proven investment professional with over 10 years of experience in the fund and wealth management space. Most recently, he served as the Chief Investment Strategist and portfolio manager for all advisory investment vehicles within the broker-dealer division of Citizens Wealth Management (Citizens Financial Group). Before joining Citizens, Michael spent time as a portfolio manager at Geode Capital Management and ProShare Advisors, as well as Investment Risk Analyst for the Vanguard Group. Michael holds a BSBA degree in Finance and a BA degree in Business Economics.
Previously, Ashley was an Investment Specialist at Merrill Edge which led her to develop a growing interest in the interpretation of SEC rules and FINRA policies. She will play a key role in the supervisory aspects of the firm. In her capacity, Ashley will work closely with advisors to approve trades and monitor business activities. She has a diverse background in the financial services and insurance industry, and received her bachelor’s degree in Finance from Rhode Island College. Ashley currently holds the Series 7, 66, and 24 licenses.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.