Sean Gallahan, CFP®, CMFC®
Partner
Sean is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Sean also coordinates and oversees all of the members of your dedicated service team.
Please contact Sean or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Colin Campbell
Financial Planning Department Administrator
Colin acts as a liaison between you and your advisory team. He assists with client requests for information regarding investments and handles the distribution of recurring portfolio reports. Colin also oversees the scheduling of client review meetings.
Joshua Roberts
Senior Client Service Associate
Joshua is your dedicated Client Services associate. He assists clients with account or money transfers, opening new accounts, updating beneficiary information, address changes, and any other responsibilities associated with the maintenance of your accounts. Joshua keeps your dedicated advisory team informed of any important updates or changes.