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Schedule Time With Our Team

Choose a specific advisor below to book time directly, or contact the team for general inquiries.

Christopher Kusick

Christopher J. Kusick, LUTCF®

Financial Planner | Investment Advisor Representative

Book with Chris
Matthew Barrett

Matthew J. Barrett, CFP®, CLU®, ChFC®, CASL®

Financial Services Executive | Investment Advisor Representative

Book with Matt
Ryan Taylor

Ryan S. Taylor

Financial Planner | Investment Advisor Representative

Book with Ryan
Jeremy McHale

Jeremy McHale

Financial Planner | Investment Advisor Representative

Book with Jeremy

General Inquiries

Not sure who to book with? Reach out to the team directly and we’ll help connect you with the right person.