Our Mission
We believe financial planning is more than just numbers—it’s about helping people gain clarity, security, and peace of mind. We craft customized financial plans designed to evolve with our clients’ needs, ensuring they stay on track toward their vision for the future. By fostering meaningful, collaborative relationships, we simplify the complexities of retirement planning, wealth management, and insurance protection—allowing our clients to focus on what matters most.
Our Team is Dedicated to
Delivering Exceptional Client Service
Our entire team is passionate about delivering the high-quality planning, investment management and client service experience you deserve. As fiduciaries and stewards of your wealth, we hold ourselves to the highest standards of ethical conduct and always do what’s in your best interest.
David S. McKechnie, CLU®, CAP®
Managing Partner
Financial Advisor
Derek J. Reed, CFP®, CLU®, CAP®
Managing Partner
Financial Advisor
Jongdai (Jon) Park
Partner, Director of Financial Planning
Financial Advisor
Serena M. Low
Partner, Director of Client Care
Financial Advisor
Kevin M. Bilenchi
Partner, Director of Investment Operations/Trading
Mike Paluch
Partner, Chief Operating Officer
Financial Advisor
Kaitlin Whittemore
Senior Operations Specialist
Rosa Provost
Marketing and Insurance Specialist
Kate Glidden, CFP®, RMA®, NSSA®
Financial Advisor
Paula M. Sullivan Reggio
Executive/Administrative Assistant
Linda LaMonica
Client Care Specialist
Bio Coming Soon!
Elaine McKechnie
Special Events Coordinator