Karen Curran, MBA, CFP®
Molly Keegan, CPA
Amy Watts Bovaird
Ruth Francis

Our comprehensive process and approach provide a solid foundation for financial planning and investment management. Education is a cornerstone of our practice; we help our clients understand the intention behind their investments. Our goals are to reduce anxiety, build trust, and provide clarity through a financial plan, so it is easier to make decisions and stay on track.

Contact us to start a private conversation about your financial aspirations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.