

Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Wealth Strategies
- Portfolio Reviews
Personal Interests
- Fishing
- Traveling
- Backpacking
- Architecture
- Real Estate
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Fax
(833) 476-4287Branch Team
- Lisa Godard
- Branch Office Administrator
Branch Team
Office Address
101 Munson StSuite 122
Greenfield, MA 01301opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More