Colony
Jonathan Morse
Director Of Business Operations
Justin Gilmartin
Managing Director, Colony Tax
Kailee Hicks, Fpqp™, Cdfa
Customer Service Manager & Paraplanner
Karla Sullivan
General Counsel
Katie Baker
Associate Wealth Advisor
Katie Baker, Cfp®
Associate Wealth Advisor
Kerri Lyn La Rosee
Manager Of Human Capital
Kimberly Primavera, Ed.M
Recruitment Specialist
Kristen O'brien MBA, Pmp
Director Wealth Management
Kristina Kadeli Saunders, Cima®, Cfp®
Senior Portfolio Manager
Kristina Kadeli Saunders, Cima®, Cfp®
Senior Portfolio Manager
Latrell Williams
Associate Legal Counsel