Meet the Team
Tom Hassell, CLU®, ChFC®
Founder, Wealth Advisor
Alexandra “Sasha” Hassell, CFP®
Wealth Advisor
Stephen Hassell, CFP®
Wealth Advisor
Katie Cuccia Hebert, MBA, CFP®
Wealth Advisor
MaryLucy Bergeron, CFP®
Wealth Advisor
Alex Kluesner, CFA
Senior Investment Strategist, East Bay Investment Solutions
Patrick Watson
Analyst
Tammy Allemand
Director of Operations
Kelly Gaudet
Operations Associate
Danielle Toups
Operations Associate
Heather Haddad
Director of First Impressions