Meet the Team
Tom Hassell, CLU®, ChFC®
Founder, Wealth Advisor
Alexandra “Sasha” Hassell, CFP®, CLTC®
Wealth Advisor
Stephen Hassell, CFP®
Wealth Advisor
Katie Cuccia Hebert, MBA, CFP®
Wealth Advisor
MaryLucy Bergeron, CFP®
Wealth Advisor
Shelley Ferro
Wealth Advisor
Eric Stein, CFA
Chief Investment Strategist | Partner, 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