Meet The Team

Mary McGonigle joined the company in 2003 as a Paraplanner and Bookkeeper. Mary prepares the financial plans and annual review reports. Mary also handles all billing and accounting for the company.  

Mary holds a bachelor of arts in Business and Economics from Albertus Magnus College in New Haven, CT and a master of arts in Liberal Studies from Wesleyan University in Middletown, CT.

Arlene Bridgette joined the company in 2005 as Office and Client Services Manager. In addition to managing the office, Arlene handles all client services needs and serves as liaison between our clients and the investment companies for existing account concerns.  Arlene also provides administrative support to Jim.

Arlene was previously employed with Jean and Luscomb LLC, where she specialized in preparing Estate Planning documents, specifically Revocable Living Trusts.

Tori Nickerson joined our team in 2015 as our Director of First Impressions. Tori handles the basic administrative functions for the office, including scheduling and confirming appointments.  She also assists in coordinating seminars and special events. Finally, Tori manages our social media sites. 

Tori was previously employed as a Spa Manager.