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Team

Lee Duckworth

Lee A. Duckworth, CFP®, AIF®

President & CEO

(401) 885-1060 x 104

Peter Alofsin

Peter J. Alofsin, CFP®, AIF®

Partner

(401) 885-1060 x108

Curt A. Caserta

Curt A. Caserta, CLU®, RFC®, AIF®

Partner

(401) 885-1060 x111

James Speights

James Boyd Speights

Partner

(401) 884-4600 x120

Jameson Duckworth

Jameson C. Duckworth,  AIF®

Financial Advisor

401-885-1060 x140

Lawrence Dooley. Jr.

Lawrence Dooley, Jr., CFA

Chief Investment Officer

(401) 885-1060 x102

Brian Glatz

Brian Glatz, LIFA, AIF®,CFP®

Director of Research & Sr. Portfolio Manager

(401) 885-1060 x105

Tyler Duckworth

Tyler Duckworth, AIF®, CPFA

Retirement Plan Relationship Manager

(401) 885-1060 x130

Laura Raines

Laura N. Raines, SHRM-CP

Managing Director, Operations & Administration

(401) 885-1060 x 104

Kevin Borges

Kevin Borges

Director of Investment Services

(401) 885-1060 x 110

Jackie Romano

Jackie Romano

Senior Investment Service Specialist

(401) 885-1060 x113

Jen Lyons

Jen Lyons

Executive Assistant

(401) 885-1060 x 122

Ashley Lifrieri

Ashley Lifrieri, AIF®

Administrative Coordinator, Retirement Plan Services

401-885-1060 x115

Garrett Marcoux

Garrett Marcoux

Investment Service Specialist

401-885-1060 x125

401-885-7030

Shane Jedson

Shane Jedson, AIF®

Financial Planner & Investment Service Specialist

401-885-1060 x 125