Meet the Team
Your success is a team effort.
Your Trusted Advisor
We’ve become a key player and trusted advisor to our clients – in all of their financial issues – not just tax or investments. Our wealth advisors help you define your financial and life goals and build a custom tailored plan that acts
as a roadmap to those goals – making adjustments as life circumstances change over time.
Our Team
John W. Davis
Founding Partner
Bret L. Hodgdon
Partner
Breanna Sykes
Senior Wealth Advisor
Ashlee Solarczyk
Senior Wealth Advisor
Jackie Thibeault
Associate Wealth Advisor
Maia Furnari
Firm Administrator
Erica Dixon
Client Services Associate
Kathryn C. Diedrichsen
Chief Operating Officer
Jennifer Krause
Marketing Manager
Do something wise today.
Schedule a time for a free consultation.