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®, EA
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...
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...
Steve Tecker CFP®
Associate Wealth Advocate
“When I was growing up, my family had very little exposure to what I would now consider to be basic financial concepts and strategies. I want to be...