Meet Our Team

Your Guides

Our long-tenured team takes a service-oriented approach, cultivating
an atmosphere where you can expand and open to your best path forward.

Our Team

Melody Foti

Melody A. Foti, CFP®

CEO and Wealth Manager

(413) 341-6101

(413) 238-1382

Marianne Bannan

Marianne D. Bannan, CFP®

Client Relationship Manager

(413) 341-6101

(413) 238-1382

Dianna Wilson

Dianna Wilson

Client Services Associate

(413) 341-6101

(413) 238-1382

Meghan O'Connor

Meghan O'Connor

Client Service Associate

(413) 341-6101

(413) 238-1382

Lynn Champagne

Lynn Champagne

Client Service Associate

(413) 341-6101

(413) 238-1382