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...

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

Associate 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...