Our Team

Melissa Cournyer

CEO

Charles Clark

Private Wealth Advisor

Matthew Ferguson

Investment Analyst & Wealth Advisor

Bethany Gillihan

Lead Client Relations Specialist

Alicia Chapman

Executive Assistant

Kate Ruff

Operations & Marketing Manager

Kayla Sabol Konvex Wealth

Kayla Sabol

Client Service Associate

Support Team

Ann Swartz

CLU, ChFC, CASL, CLF

Bill Beaudoin

CFS, CBEC

Greg Freeman

Derek Chesley

Ray Lucas

CFP, CRPC

Will Hackler

Rich Austin

JD, LLM, CIMA

Steve Kolano

CFA