Meet the Team

Tom Hassell, CLU®, ChFC®
Founder, Wealth Advisor

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Sasha Anikina Hassell, CFP®, CLTC
Wealth Advisor

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Stephen Hassell, CFP®
Wealth Advisor

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Katie Cuccia Hebert, MBA, CFP®
Wealth Advisor

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MaryLucy Tujague, CFP®
Wealth Advisor

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Shelley Ferro, CFP®
Wealth Advisor

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Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions

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Tammy Allemand
Director of Operations

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Kelly Gaudet
Operations Associate

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Danielle LeBoeuf
Operations Associate

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Heather Haddad
Director of First Impressions

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