Bruce Primeau CPA, CFP®, PFS
President, Wealth Advocate
"I enjoy developing relationships with families in need of professional help in managing their financial situation. By becoming the financial...
Jon Govin CPA, CFP®, PFS
Vice-President, Wealth Advocate
“Successful financial plans are not based on the weight of the plan, but on the results. By working closely with clients we provide solutions to...
Becky Botzet CFP®, EA
Wealth Advocate
“With our world and personal lives changing constantly, creating a plan is only the first step to reaching our goals. For that reason, after we create...
Anita Kalafut CFP®
Wealth Advocate
“I like the day-to-day interaction with clients, discussing their goals, assessing their finances and helping them develop a financial game plan that...
Matt Wright CFA®
Chief Investment Officer
“I want our clients to understand that the long-term process is much more important than short-term outcomes. We can show our clients how to take...
Jackson Potter CFP®
Wealth Advocate
“I see the profession of financial planning as a way to make positive differences in the lives of many individuals and their families.” Career Summary...
Kay Strand
Client Services Manager
“I like seeing clients achieve their goals—whether that be early financial independence or a child graduating from college with little to no debt. We...