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
Client Service Associate
Support Team
Ann Swartz
CLU, ChFC, CASL, CLF
Chief Compliance Officer
Bill Beaudoin
CFS, CBEC
Vice President of Case Design
Greg Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
Ray Lucas
CFP, CRPC
Senior Vice President of Financial Planning & Training
Will Hackler
Director of Retirement Plans
Rich Austin
JD, LLM, CIMA
Executive Director, Estate & Business Planning
Steve Kolano
CFA
Chief Investment Officer
Planning for Tomorrow Begins Today
It’s time to feel more confident in your financial direction.
As you navigate life’s transitions, having a clear plan in place can help reduce uncertainty and support better outcomes.
At Konvex Wealth, we offer guidance designed to help you make informed decisions for your family and future. Our goal is to give you the space to focus on what matters most: your life, your loved ones, and the legacy you want to create.