Our Associates

Our Management Team

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Alison Casey
Operations Manager

David G. Costello
Financial Planning Specialist

Ami Howes
Director of Recruiting and Career Development

Meghan  Mahoney
Marketing Director

Troy Newman
Investment Specialist

Glenn L. Noland
Managing Partner

Eric Spindt, CFP® 
Managing Associate

Ralph  Watson
Advanced Case Design Specialist